Aged Care Steps announces finalists for 2025 Aged Care Adviser of the Year Awards
Aged Care Steps, a leading voice in the aged care advice industry, has revealed the Finalists for this year’s ACS Aged Care Adviser of the Year Awards.
Now in their fourth year, the awards shine a spotlight on Australian financial advisers who are making a real difference in the essential aged care advice sector.
“Recognising excellence in aged care financial planning is at the heart of what these awards represent. When Australians turn to financial advisers to help navigate their retirement, they deserve confidence that they’re working with advisers who represent the best practice of the industry. Our finalists are making a meaningful impact on both the sector and individual clients’ lives,” said Assyat David, Director of Aged Care Steps.
“It’s our pleasure to announce the 2025 finalists for both the Aged Care Adviser of the Year and the Aged Care Advice Initiative of the Year and congratulate them all on this achievement,” continued David.
Advisers have been nominated under two categories:
Aged Care Adviser of the Year
Aged Care Advice Initiative of the Year
Aged Care Adviser of the Year recognises an individual adviser who is deemed to have demonstrated outstanding professional commitment in providing aged care advice to older Australians and their families.
The Aged Care Advice Program of the Year (formerly known as the ‘Aged Care Advice Program of the Year’) will once again spotlight a financial services business that is creating and undertaking aged care advice initiatives that advocate for and promote aged care advice to their clients or wider community.
The 2025 awards were reviewed and assessed by an external panel of respected professionals comprising Phil Anderson, Sue Viskovic, and Andrew Inwood. The judges recognised the exceptional quality and calibre of the submissions and were also impressed by the volume of submissions received this year.
The 2025 Finalists are (in alphabetical order by first name):
Aged Care Adviser of the Year
Brenda Will – Bruining Partners
Craig Phillips - Phillips Wealth Partners
Ilya Egorov – Financial Balance Group
Leah Newman - Yield Financial Planning
Zachary Dodds - Muifield Financial Services
Aged Care Advice Initiative of the Year
Alteris Financial Group
Ageing with Grace Advisory
Bruining Partners
Muirfield Financial Services
Aged Care Steps will be announcing the winners of the awards in early December 2025. We wish all the finalists good luck.