Awards

AFA Adviser of the
Year

AFA Female Excellence
in Advice

Since 2003, the AFA has recognised those advisers who sit at the very pinnacle of their profession. The ‘Adviser of the Year’ Award recognises qualities of leadership, innovation, customer focus and professional excellence that drive our industry forward. As a longstanding champion of Australian financial advisers, Zurich has proudly partnered with the award since its inception.

Congratulations to the 2022 winner Felicity Cooper. 

Chief Distribution Officer, of Zurich’s Life & Investments, Kieran Forde, said “Felicity is a terrific role model, advice advocate and inspiration for the community. She is an outstanding Adviser who is passionate about improving the financial literacy of her clients, has an unwavering focus on continuous improvement, and is a strong advocate for advice and community. All finalists throughout the process were exceptional, however it was Felicity who shone brightest throughout the rigorous process.”  

Congratulations to this years finalists:

Charles Bandenach

Joseph Hoe

Established in 2011 in conjunction with TAL, the award recognises women in financial advice who are making a significant contribution to their profession, their community and their clients. The Award promotes positive change in the financial advice sector, encouraging more women to enter the industry and take leadership roles. Importantly, it aims to give choice to Australians when it comes to choosing a financial adviser.

Congratulations to the 2022 winner Amie Baker.

Niall McConville, says “Amie’s dedication and passion for educating the community and guiding her clients has already helped many people. Amie joins an impressive alumni and we congratulate her on this achievement. We are thrilled that Amie has this new platform to continue to drive positive change in the advice profession.”

Congratulations to this years finalists:

Kathy Havers

Morgan Hayward

Deline Jacovides

Kathryn McDonald

Cara Williams

Felicity Cooper

2022 Winner

Amie Baker

2022 Winner