AWARDS
Awards & Recognition
At RFS Advice, we’re proud to be recognised for our commitment to delivering outstanding financial guidance and client service. Over the years, our dedication to excellence has seen us nominated for, and awarded, multiple industry honours – a testament to the trust our clients place in us and the passion our team brings to every relationship. These accolades reflect our ongoing mission to provide expert advice, innovative solutions, and exceptional outcomes for the individuals and families we serve.
- Barron’s Top 150 Advisers
Barron’s Top 150 Advisers - Troy Theobald
The Barron’s Top 150 Advisers list is one of the most respected recognitions in Australia’s financial advice industry. Produced jointly by The Australian and Barron’s, it highlights approximately the top 1% of advisers nationwide. The ranking is based on a detailed assessment of the scale and quality of each adviser’s business, the strength of their client outcomes, and the professionalism of their advice process. Being included is a strong indicator of excellence, signalling that the adviser operates to a high standard of capability, service, and client care.
Troy was awarded 27th place in the Top 150 and was also quoted in The Australian newspaper on Thursday 20th November.
- Barron’s Top 150 Advisers
Barron’s Top 150 Advisers - Troy Theobald
The Barron’s Top 150 Advisers list is one of the most respected recognitions in Australia’s financial advice industry. Produced jointly by The Australian and Barron’s, it highlights approximately the top 1% of advisers nationwide. The ranking is based on a detailed assessment of the scale and quality of each adviser’s business, the strength of their client outcomes, and the professionalism of their advice process. Being included is a strong indicator of excellence, signalling that the adviser operates to a high standard of capability, service, and client care.
Troy was awarded 27th place in the Top 150 and was also quoted in The Australian newspaper on Thursday 20th November.
- FS Power50
Financial Standard FS Power50 – Troy Theobald
The 50 most influential financial advisers in Australia have been named by leading trade publication Financial Standard, with Troy receiving this award for the 8th consecutive year.
Now in its 12th year, the FS Power50 are financial advisers deemed to be best promoting the value of the financial advice profession, while providing outstanding service to their clients and the wider community.
“This year’s 50 consists of advisers who have won industry awards, brought their local advice community together, supported charitable foundations, promoted the value of financial advice in the media and across digital channels and more,” said Jamie Williamson, managing editor of Financial Standard.
There are now 290 financial advisers in the FS Power50 alumni, with 10 advisers joining this year.
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Aged Care Advice Award Finalist - Belinda
Walking The Journey
- Aged Care Advice Award
Aged Care Advice Award Finalist - Belinda
Aged care has been a part of Belinda Veriton’s life since childhood, when she joined her family in caring for elderly relatives. This enabled a young Belinda to experience firsthand the final chapters in the lives of her elders in a close and personal way. She credits this period as the foundation for instilling within her the qualities of compassion and empathy, which she believes are essential when providing aged care advice.
“To provide good aged care advice, you need to understand the fear and vulnerability of the person you’re looking after. An adviser might provide the numbers to make sense of potential choices, but at the heart of the advice process, you can’t forget there is a person who is afraid of being dependent on others and fearful that their life’s wealth will be destroyed by the costs of aged care,” says Belinda – a Financial Adviser and Aged Care Specialist at RFS Advice.
- Aged Care Advice Award
Aged Care Advice Award Finalist - Belinda
Aged care has been a part of Belinda Veriton’s life
since childhood, when she joined her family in caring
for elderly relatives. This enabled a young Belinda to
experience firsthand the final chapters in the lives of
her elders in a close and personal way. She credits
this period as the foundation for instilling within her
the qualities of compassion and empathy, which she
believes are essential when providing aged care advice.
“To provide good aged care advice, you need to understand the fear and vulnerability of the person you’re looking after. An adviser might provide the numbers to make sense of potential choices, but at the heart of the advice process, you can’t forget there is a person who is afraid of being dependent on others and fearful that their life’s wealth will be destroyed by the costs of aged care,” says Belinda – a Financial Adviser and Aged Care Specialist at RFS Advice.
The IFA Excellence Awards
The IFA Excellence Awards celebrate outstanding achievements and innovation within the financial advisory and wealth management industry. They recognize individuals and organizations that demonstrate exceptional professionalism, client service, and ethical standards. The awards highlight best practices, cutting-edge strategies, and contributions that shape the future of the financial sector. Winners are selected through a rigorous evaluation process by industry experts, ensuring credibility and prestige. Receiving an IFA Excellence Award is considered a mark of distinction and leadership in the financial advisory community.
Barron's Top Financial Advisers Award
Barron’s Top Financial Advisers ranking honors the most accomplished and respected professionals in wealth management. These advisers are recognized for delivering exceptional investment strategies, comprehensive financial planning, and consistent results for their clients. The ranking is determined through an in-depth analysis of assets under management, revenue generated, and quality of practice. It highlights advisers who combine expertise, innovation, and a client-first approach to achieve long-term success. Earning a spot on Barron’s list is considered one of the highest distinctions in the financial advisory industry.
The 50 Most Influential Advisers Award
The 50 Most Influential Advisers list celebrates professionals whose leadership, vision, and impact are shaping the future of the financial advisory industry. These individuals are recognized for driving innovation, setting high professional standards, and inspiring peers through their achievements. Their influence extends beyond their client base, contributing to industry growth, policy development, and thought leadership. Selection is based on proven expertise, measurable contributions, and a track record of positive change. Earning a place on this list is a testament to their role as key influencers and trailblazers in the advisory profession.
The ACS Aged Care Adviser of the Year Award
The ACS Aged Care Adviser of the Year Award honors a financial adviser who has demonstrated exceptional expertise and dedication in supporting clients with aged care planning. It recognizes professionals who provide compassionate, informed, and strategic advice to help families navigate complex aged care decisions. The award highlights advisers who combine technical knowledge with empathy, ensuring clients receive both financial clarity and emotional support. Selection is based on client outcomes, industry contribution, and commitment to best-practice standards in aged care advice. Receiving this award reflects a deep commitment to improving the quality of life for older Australians and their families.
The AFA Excellence in Education Award
The AFA Excellence in Education Award recognizes individuals or organizations that have made outstanding contributions to financial literacy and adviser education. It celebrates those who create and deliver innovative training, resources, and programs that elevate industry knowledge and skills. Award recipients demonstrate a commitment to fostering professional growth, ethical standards, and lifelong learning in the financial services sector. The selection process evaluates impact, reach, and the ability to inspire continuous improvement across the profession. Winning this award signifies leadership in shaping a more informed, capable, and client-focused advisory community.
The Most Trusted Advisers Award
The Most Trusted Advisers recognition honors professionals who have earned exceptional credibility and confidence from their clients through consistent integrity and performance. It celebrates advisers who prioritize their clients’ best interests above all, building long-term relationships based on transparency and honesty. These advisers are known for delivering reliable guidance, ethical practices, and measurable results. The recognition is awarded after careful assessment of client feedback, industry reputation, and professional achievements. Being named among the Most Trusted Advisers signifies a standard of excellence that sets them apart in the advisory profession.
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The Most Trusted Advisers Award
The Most Trusted Advisers recognition honors professionals who have earned exceptional credibility and confidence from their clients through consistent integrity and performance. It celebrates advisers who prioritize their clients’ best interests above all, building long-term relationships based on transparency and honesty. These advisers are known for delivering reliable guidance, ethical practices, and measurable results. The recognition is awarded after careful assessment of client feedback, industry reputation, and professional achievements. Being named among the Most Trusted Advisers signifies a standard of excellence that sets them apart in the advisory profession.
