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AFA and Zurich Adviser of the Year Award 2022 – finalists announced

09 Sep 2022
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 The Association of Financial Advisers (AFA) and Zurich have announced the finalists in the 2022 Adviser of the Year Award, with the winner to be announced at the AFA Thrive Conference on 23 September 2022 at the RACV Royal Pines on the Gold Coast.

The 2022 AFA Adviser of the Year Award finalists are:

  • Charles Badenach – Main Street Financial Solutions
  • Felicity Cooper – Cooper Wealth Management
  • Joseph Hoe – Wealthwise

The advisers who nominated for the AFA Adviser of the Year Award were measured on a number of factors including their leadership qualities, innovation, customer focus and professional excellence.

Chief Distribution Officer, of Zurich’s Life & Investments, Kieran Forde, said “As an ongoing partner of this prestigious award, we are pleased to provide a platform that recognises and celebrates these talented individuals who drive positive change through their leadership, innovation, customer-centricity and commitment to professional excellence and financial literacy. It has been great to be part of the judging panel this year, these individuals make us proud to be a part of an industry that does so much good for individuals and the broader community.

AFA CEO, Phil Anderson, said “It’s been an honour to participate as a judge in the award process this year, to see the incredible caliber of candidates. The AFA and Zurich have supported this award for nearly 20 years, helping showcase outstanding advisers from across the profession, and this year has been no exception. It gives you great confidence for the future of the profession to see the high levels of expertise and commitment these advisers have in helping their clients achieve great outcomes.”

Finalists will present to a judging panel in mid September about their business achievements, community involvement and approach to mentoring others, as well as being able to demonstrate and articulate successful client outcomes.

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