SYDNEY: 23 September 2022 – Felicity Cooper of Cooper Wealth Management in Queensland has been announced as the winner of the 2022 Association of Financial Advisers (AFA) Adviser of the Year (the Award) by the AFA and Zurich.
The Award is presented to extraordinary and visionary advisers, recognising qualities of leadership, innovation, customer focus and professional excellence.
AFA CEO, Phil Anderson, said “The AFA congratulates Felicity for winning this award and for her role as an ambassador for the profession in advocating for advice and the great outcomes it delivers. Felicity is a previous winner of AFA’s Excellence in Education Award and her natural enthusiasm for the advice profession, along with her innovative approach to the delivery of quality financial advice provided a compelling case. We were privileged to have three outstanding finalists this year, each of whom are exceptional advisers with an absolute commitment to their profession and their communities.”
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.”
The Awards were presented at a Gala Dinner at the AFA Thrive Conference on the Gold Coast this evening.
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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 75 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 Financial Services Australia (Zurich Australia & New Zealand) is the local arm of Zurich Insurance Group (Zurich) – a leading multi-line insurer that serves its customers in global and local markets. For 100 years, Zurich Australia & New Zealand has combined global expertise with local care to provide leading wealth and insurance solutions for their customers. Zurich are passionate about their purpose to ‘create a brighter future together’ and use their resources to contribute to the communities in which they serve through disaster resilience, community partnerships and sustainability.