A reliance on amateur advice from family is impacting our financial and emotional wellbeing, according to new research by Fidelity Life.
29 November 2021
Fidelity Life continues to boost its support for advisers across New Zealand with the appointments of three new Business Managers in the North Island.
Alex Paul (Northland/Auckland), Michelle O’Connell (Auckland) and Haylee Edwards (Palmerston North, Horowhenua, Wairarapa and up to Taranaki) join the existing team of Peter Warfield (Auckland), Jenn Quinn (Marlborough, wider Wellington and Hawkes Bay), Gary Binnie (Christchurch/Timaru), and David Telfer (Central Otago, Invercargill, Dunedin).
Fidelity Life Head of Adviser Distribution Todd Allan says the new appointments clearly show Fidelity Life’s intent when it comes to delivering best-in-market support to advisers.
“Financial advisers are key partners for Fidelity Life as we continue to progress our customer-led transformation. Alex, Michelle and Haylee will help advisers keep one step ahead of the constantly evolving business environment so that together we can help more New Zealanders get the benefits of insurance protection.”
Since the appointment of Chief Sales and Service Officer Bronwyn Kirwan in August, Fidelity Life has created a new Solutions and Services team, announced the expansion of its market-leading Building Better Businesses programme, and launched a new-look Strategic Alliance team.
Meet our new Business Managers
- Alex Paul - Originally from the UK, Alex moved to New Zealand 15 years ago. She steps into the role with a wealth of knowledge and experience under her belt including 13 years as an insurance adviser.
- Michelle O’Connell - Michelle is Level 5 qualified and has over 20 years’ experience in the industry. She's worked with dedicated advisers, managed call centres and held national sales roles for dealer groups including Lifetime and SHARE.
- Haylee Edwards - Haylee's been in the industry for 8 years, having started with FMG as a Report Planner and more recently in a leadership role, managing in-house advisers. Haylee has a wealth of knowledge when it comes to the rural industry, Fidelity Life’s products and systems all while understanding the adviser world.
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