Retirement specialist adviser and founder of Retire School, Wayne Terry, has been named as a finalist in the ifa Excellence Awards 2024 in two separate categories – Regional Adviser of the Year and Transformation of the Year.

After receiving over 530 applications, the finalist list features over 304 high-achieving professionals and businesses across 33 submission-based categories.

Speaking on the achievement, Wayne said “it is humbling to be shortlisted for these awards. I understand that some of my clients put my name up for this so, even if I don’t win, that is about the highest compliment you can get”

“Over the last 5 years I have focused exclusively on the retirement demographic because they are the ones who most need my expertise. However, it is abundantly clear that there are simply not enough of us advisers to serve the 160,000+ people who retire each year”

“This is why my colleagues and I have been working tirelessly to educate this demographic through writing blogs, recording videos, appearing on podcasts and, for myself personally, launching Retire School. Funnily enough, these things happen to form part of the consideration process for these awards, so it is also nice to be recognised by my peers for positively representing the values of our profession to the wider public”.

The ifa Excellence Awards is an unparalleled awards program that identifies the top businesses and professionals in the financial services profession across the nation.

Securing a place as a finalist is widely recognised as a remarkable achievement in the financial advice profession. It signifies the unwavering determination and commitment of individuals, teams and firms playing a pivotal role in propelling the profession forward.

Winners will be announced at a black-tie gala at the Fullerton Hotel, Sydney, on Thursday, 5 December 2024.

Maja Garaca Djurdjevic, managing editor of Wealth Management, extends her congratulations to all finalists.

“A huge congratulations to our finalists! This year, we received a record number of submissions, highlighting the remarkable talent and innovation within the profession,” she said.

-ENDS-