Welcome to the September edition of Zurich and OnePath Adviser News

I hope to connect with many of you at the AFA National Conference next week in the Gold Coast where we are one of the major partners. The conference has always been a wonderful opportunity to network with our peers, enjoy the social events on offer and the speaker line-up this year will have us all inspired to finish the year off strongly. Tickets are available here.

In partnership with the AFA, we will also be awarding the winner of the 2022 Adviser of the Year. As a long-term partner of this prestigious award, the award recognises and celebrates the talented individuals who drive positive change through their leadership, innovation, customer-centricity and commitment to professional excellence and financial literacy. As a judge on this program for the first time, seeing such a high calibre of advisers, it makes me proud to be a part of an industry that does so much good for individuals and the broader community. I would like to thank all advisers who sent in their applications and who made it through to the next rounds.

2022 AFA Adviser of the Year Finalists

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

As we continue to innovate and enhance our digital capabilities, we will be making new improvements to our quote and application functionality available via The Adviser Portal. These improvements are our commitment to meet the efficiency demands of modern advice practices. For a list of the latest enhancements and the Adviser Portals full capabilities, head to our Adviser Portal homepage.

Finally, as I touched on last month, we made a submission to the Treasury’s Quality of Advice Review. You can find a copy of our submission here.

We will continue to engage with industry stakeholders on the Review. We led industry research in support of LIF in the form of the CALI whitepaper and met with the independent Chair in June this year. With the final report due in December 2022, we will continue to advocate for the value of advice and access for more Australians. 

Regards, 

Kieran