The nominees for Fidelity Life’s 2023 adviser awards, to celebrate advisers who are consistently delivering good outcomes for customers and upholding high standards within the industry, have been announced.
Awards across five categories will be presented during the firm’s Engage conferences at two sold-out events in September.
Fidelity Life Chief Sales and Service Officer Bronwyn Kirwan says the awards will honour those leading by example, and will recognise their efforts in building meaningful relationships and finding solutions that meet the needs of customers.
Breakthrough adviser of the Year: Awarded to an up-and-coming adviser (less than 10 years’ industry experience).
- Kimberley Stevenson, With You Financial Services Ltd – Christchurch
- Kylie Connor, Mainland – Timaru
- Sascha Nettmann, Buffer Insurance – Auckland
- Shakeel Lal, Halo Advisers Ltd – Auckland
- Steve Munro, Risk Direct – Auckland
Cary Veenhof Award: In honour of a former Fidelity Life Business Manager.
- Amanda Haskin, Haskin Insurance Solutions – Christchurch
- Anthony Gobbie, Insurance Design – Auckland
- Brett Stonham, Stonham and Co – Auckland
- Tim Lethlean, Delray Group – Christchurch
Team of the Year: Awarded to an advice business with an outstanding strategy, brand and strong leadership team driving excellent advice solutions.
- Adelphi Insurance brokers, Chris Boon – Christchurch
- Financial Independence, Matt Beattie – Tauranga
- Insure Ltd, Dave Jochem – Christchurch
- Total Life, Craig Kura – Invercargill
In addition, there is the Lifetime Award and the Gordon Watson Trophy, named after Fidelity Life’s founder.
“As we mark our 50th anniversary, we also celebrate our partnerships with advisers since 1973,” says Kirwan.
“Our respective achievements and successes are intertwined, and at Engage we’ll be sharing some exciting plans focused on uplifting our adviser experience and setting us up for another 50 years of shared success.”
Engage 2023 will be hosted in Christchurch on 12-13 September, followed by Auckland on 20-21 September.