August 15, 2019
August 15, 2019 | Risk Pulse
Introducing the 2019 adviser of the year finalists
The AFA Adviser of the Year Award have come to stand for many things – vision – leadership – excellence. They have come to symbolise a pioneering spirit and the highest professional standards. Many advisers are continuously looking to improve both their business efficiency and their client engagement proposition this award plays a pivotal role in shining a spotlight on, and sharing, best practice insights.
Zurich has always believed in the value of advice, and in the professionals who provide it. Our longstanding support of this award is our commitment to celebrating and promoting best practice in financial advice and is one of the significant ways we help support advisers.
Meet this years finalists!
Simone Du Chesne: EQ Wealth, Sydney NSW
Licensee: GPS Wealth
Zurich Relationship: Daniel Dowd, Dimitri Giannaras
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 retain chain DIVA and 15 years as Global Design Director, Sheridan Australia.
Simone holds a Master’s of Financial Planning from Kaplan. She enjoys solving clients financial problems and providing solutions which give peace of mind. Simone says her previous roles in product and marketing have developed an ability to always see things from the customers’ perspective.
Joseph Hoe: Wealthwise, Perth WA
Licensee: Financial Wisdom
Zurich Relationship: Steve Coyle, Jeff Bailey
Joseph Hoe is senior financial adviser at Wealthwise, a financial planning practice in Osborne Park, Perth. Prior to this, Joseph was a senior financial adviser at People’s Choice Credit Union for six years. Working in the financial services industry since 1998, Joseph holds a Bachelor of Commerce from the University of Western Australia, FCPA, CFP and a Masters of Tax from Curtin University of Technology. He is also a Justice of the Peace (WA).
In 2017 he attended Wharton University of Pennsylvania’s Aresty’s Institutes Executive Education Growth and Innovation Program for financial advice.
Joseph’s passion for financial advice comes from educating and empowering his clients to make smart financial decisions to achieve their financial independence and successful lifestyle and retirement goals. He believes in striving to be the best he can be in financial advice and giving back to communities and his profession.
Elliot Watson: Elliot Watson Financial Planning, Sydney NSW
Licensee: RI Advice
Zurich Relationship: Ben Warnes, Maggie Mills
Elliot Watson is Managing Partner and a Certified Financial Planner (CFP) at Elliot Watson Financial Planning and Singleton Financial Planning in NSW.
Prior to this, Elliot was a CFP at Rethink Financial Group for nine years. He joined the financial services industry in 2007 and along with his CFP accreditation, holds a Bachelor of Economics from the University of Newcastle and a Diploma and Advanced Diploma in Financial Services from Kaplan. He is an accredited Aged Care Professional and a Justice of the Peace.
Elliot’s desire to provide unique, comprehensive and personalised services to clients in the Newcastle and Hunter communities drives his passion for financial advice. He enjoys helping his clients to achieve more – more enjoyment, more freedom, more security – through creating wealth and minimising financial risk.