Finding the state winners
In its sixth year, the Paraplanner of the Year Awards are again supported by Australian Unity, MoneyManagement, the FinancialPlanning Association (FPA) and Tribeca.
To be eligible, paraplanners are required to hold a proper authority and have fully or partially completed formal financial planning qualifications.
Entrants were required to answer 20 technical multiple-choice questions online, as well as five short answer questions relating to the industry. They were also asked to provide a short summary of their experience, qualifications and contribution to the planning industry.
From these responses, five state winners were selected.
Each state winner must then complete a short case study, with the best entry determining the national winner, which will be announced in March 2007.
The national winner will receive a trip for two people to the FPA’s Success Forum 2007, to be held in the US.
AUTHOR
Staff Writer
Recommended for you
In this new episode of The Manager Mix, host Laura Dew speaks to Nick Paul, institutional portfolio manager at MFS Investment Management to delve into everything small and mid-cap equities.
In this episode of Relative Return, host Laura Dew chats with Kellie Wood, head of fixed income and deputy head of fixed income and multi-asset at Schroders Australia, to discuss why fixed income is returning to favour after a 12-year wait.
In this episode of Relative Return, host Laura Dew speaks with Michael Hunstad, deputy chief investment officer and chief investment officer of global equities at Northern Trust Asset Management, to debunk myths around index investing.
In this episode of Relative Return, host Maja Garaca Djurdjevic chats with Robin Tsui, APAC gold strategist at State Street Global Advisors, to discuss gold’s role as a diversifier in portfolios.
