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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The 2018 AFA Adviser of the Year Award Finalists are:

• Tom Dawe, Capital Focused, QLD
• Hugh Robertson, Centaur Financial Services, QLD
• Elliot Watson, Elliot Watson Financial Planning, NSW

The 2018 AFA Practice of the Year Award Finalists are:

• Multiforte Financial Services, NSW
• Panoramic Financial Services, WA
• TWD Australia, WA

The Advisers who nominated for the AFA Adviser of the Year Award were measured against several important criteria in line with the Campus AFA curriculum learning pillars: Adviser Performance, Practice Performance, Professionalism and Leadership and Quality Advice Strategy.

The AFA Practice of the Year Award was assessed against four cornerstones of business success: Planning and Governance, Operational Excellence, People and Performance and Marketing

The winners will be announced on Friday 12 October at the AFA 2018 National Adviser Conference.

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