The Association of Financial Advisers (AFA) and Zurich have announced the finalists for the 2019 AFA Adviser of the Year Award (the Award). 

AFA CEO, Philip Kewin said the Award, which is now in its 16th year, recognises extraordinary and visionary individual advisers. “The Award celebrates the qualities of leadership, innovation, client-centricity and commitment to professional excellence. The finalists for this year’s Award have proven themselves to be true leaders of our profession.”

Zurich Chief Distribution Officer, Life & Investments, Kristine Brooks, said the financial advice landscape has undergone significant changes that will be felt for many years and this year’s finalists are an exemplary illustration of advisers who are able to embrace the simultaneous forces of industry and regulatory change, and thrive and grow with the shifting needs of their clients.

“In today’s landscape the ability to demonstrate the value that quality financial advice can play in shaping and protecting the lives of Australian families has never been more important. Their leadership and ideologies can forge a path forward for their peers, as we embark on a united journey towards professional standards.”
 
The 2019 AFA Adviser of the Year Award Finalists are:


Simone Du Chesne – EQWealth
Joseph Hoe – Wealthwise
Elliot Watson – Elliot Watson Financial Planning
 
The AFA 2019 Adviser of the Year, which has been supported by Zurich since inception, will be announced on 29 August 2019 at the Gala Dinner held during the AFA Conference in Adelaide.

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About the AFA
 
The Association of Financial Advisers Limited (AFA) has been the authentic voice on the value of financial advice for over 70 years. Today, the AFA is a vibrant, innovative association, where the underlying driver of policy is the belief that great advice transforms lives. To this end the AFA is striving to achieve the vision of Great Advice for More Australians. The AFA’s ongoing relevance as a professional association is derived from its success in engaging with the major stakeholders in financial advice including advisers, consumers, licensees, product and service providers, and the regulator and government. Culturally the AFA believes in the value of collaboration to create powerful outcomes and this drives how we achieve influence and work towards our vision. 

About Zurich
Zurich Insurance Group (Zurich) is a leading multi-line insurer that serves its customers in global and local markets. With about 54,000 employees, it provides a wide range of property and casualty, and life insurance products and services in more than 210 countries and territories. Zurich’s customers include individuals, small businesses, and mid-sized and large companies, as well as multinational corporations. The Group is headquartered in Zurich, Switzerland, where it was founded in 1872. The holding company, Zurich Insurance Group Ltd (ZURN), is listed on the SIX Swiss Exchange and has a level I American Depositary Receipt (ZURVY) program, which is traded over-the-counter on OTCQX. Further information about Zurich is available at www.zurich.com.