Simone Du Chesne from EQ Wealth is the 2019 Association of Financial Advisers (AFA) Adviser of the Year (the Award).
The Award, which has been supported by Zurich since inception in 2003, was presented at the AFA Conference in Adelaide recently. It is awarded to exceptional advisers who display the qualities of leadership, innovation, customer-centricity and commitment to professional excellence.
Nominees for this Award undergo a rigorous screening and assessment process, underpinned by the Client Experience Survey conducted by Beddoes Institute, which evaluates client service experience, compliance and understanding of advice received as part of a financial plan.
AFA CEO Philip Kewin said, “Simone is an exceptional role model in today’s challenging environment. She has a proven philosophy for meeting the financial and emotional needs of clients which translates to consistent outstanding feedback from her clients.”
Simone Du Chesne is the principal of two Sydney practices, EQ Wealth and Quantum Wealth and has spent ten of the past 12 years as a financial adviser. Prior to this, Simone worked for two years as head of product for fashion jewellery retail chain DIVA and 15 years as Global Design Director, Sheridan Australia. Simone holds a Master of Financial Planning from Kaplan. She enjoys solving clients’ financial problems and providing solutions which give peace of mind.
Chief Distribution Officer, Zurich Life & Investments, Kristine Brooks said, “Simone is leading by example, helping to fulfil one of the Award’s key ambitions – to create a more trusted, robust and diverse profession that continues to raise the bar.”
The AFA Adviser of the Year Award has come to stand for many things – vision, leadership and excellence. It symbolises a pioneering spirit and the highest professional standards. Many advisers are continuously looking to improve both their business efficiency and their client engagement proposition and the Award plays a pivotal role in shining a spotlight on, and sharing, best practice insights.
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.
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.