Fidelity Life unveils top adviser finalists ahead of annual conference

Finalists shortlisted in three core award categories

Fidelity Life unveils top adviser finalists ahead of annual conference

Life & Health

By Roxanne Libatique

Fidelity Life has announced the finalists for its Adviser awards, with winners to be revealed at its Engage 2024 adviser conference, scheduled for Nov. 6 and 7 in Auckland.

The annual conference will recognise standout achievements among advisers and advisory teams, acknowledging their contributions to the industry and their commitment to supporting clients.

Fidelity Life Adviser awards 2024 finalists

The finalists have been shortlisted in three core award categories.

Professional of the Future Award

The award honours advisers who are adapting their practices with modern approaches, continually upgrading their skills, and engaging with industry developments.

Finalists:

  • Josh Cuttance, Share NZ
  • Nicola Jenkins, Total Life Financial Advice
  • Ben Gladwell, Finlife Insurance and Investment Services

Cary Veenhof Award

Named in memory of Fidelity Life’s former business manager, the award recognises advisers who embody values of integrity, maintain strong partnerships, and prioritise customer service.

Finalists:

  • Andrea Reid, Aliya Insurance Brokers
  • Tara Nel, The Insurance Pad
  • Shane Gadsdon, Discovery Financial Services

Team of the Year Award

This category highlights teams with a clear strategic direction and leadership that contribute to effective advisory services.

Finalists:

  • Financial Independence
  • Amicus Group
  • Insurance Design

Other recognitions at Engage 2024 adviser conference

In addition to the three categories, Fidelity Life will present two other recognitions at the conference:

  • The Lifetime Award honours an adviser with over 20 years of industry service.
  • The Gordon Watson Award, named after the company’s founder, recognises advisers who champion customer-focused values.

Fidelity Life will also reveal its Business Manager of the Year at the event.

See LinkedIn post here.

Bronwyn Kirwan (pictured), Fidelity Life’s chief commercial officer, spoke on the significance of the awards, noting their role in celebrating advisers’ contributions to New Zealanders’ wellbeing.

“Massive congratulations to all our finalists. Advisers have been at the heart of Fidelity Life since 1973, and these awards are one way we recognise their amazing contributions – not just to Fidelity Life, but to the broader community and to New Zealanders’ financial and emotional wellbeing. We can’t wait to announce and celebrate the winners at Engage 2024,” she said.

Engage 2024, themed “Growth for Good,” will take place at Auckland’s JW Marriott hotel. The agenda will include keynote addresses by high-profile New Zealanders, including Olympian Dame Lisa Carrington, comedian Dai Henwood, journalist Patrick Gower, and Luke Ashworth, a UK-based adviser known for his work with AI in life insurance.

Career Connect Scholarships for 2024

The Fidelity Life Adviser awards 2024 finalists have been announced after the insurer named the recipients of its 2024 Career Connect scholarships, which are aimed at bringing greater diversity to the financial services field.

Each scholarship, valued at up to $5,000, supports underrepresented groups in pursuing advisory roles.

This year’s scholarships include a Women in Finance scholarship from Kaplan Professional and a Rural scholarship sponsored by FMG, along with five additional scholarships directly funded by Fidelity Life.

These seven scholarship recipients, along with 14 other new advisers, will be working toward a Level-5 Certificate in Financial Services as part of their entry into the industry.

Related Stories

Keep up with the latest news and events

Join our mailing list, it’s free!