Blue ribbons for female CFPs
Two financial planners have taken blue ribbons in the Telstra Business Woman’s Awards.
Two financial planners have taken blue ribbons in the Telstra Business Woman’s Awards.
South Australian Rosemary Osman director of Adelaide based financial planning company Accumulus has won the Business Owner Award for South Australia and will compete in the National Awards on August 4.
FPA board member Kate Stephenson who is the dealership service manager (Tasmania) for AXA, has taken out the Ansett Australia Private Sector Award for Tasmania.
Osman has 13 years experience in the industry and is one of only a handful of female security dealers in Australia. She has a staff of 15 and attributes her success to a combination of ongoing service, the right staff and clear and accurate advice.
“The financial planning industry of today is very different to the industry I began working in, in 1987,” she says. “The changes have all been for the better. I would encourage more women to become part of the dynamic and rapidly expanding business of financial planning.”
Stephenson says the most important thing about winning awards like the Telstra Business Woman’s Awards is the example it sets for other women.
“I think women need to learn how to claim their achievements — if for no other reason than to show other women what we are capable of.”
Both women are certified financial planners.
Recommended for you
The FSCP has announced its latest verdict, suspending an adviser’s registration for failing to comply with his obligations when providing advice to three clients.
Having sold Madison to Infocus earlier this year, Clime has now set up a new financial advice licensee with eight advisers.
With licensees such as Insignia looking to AI for advice efficiencies, they are being urged to write clear AI policies as soon as possible to prevent a “Wild West” of providers being used by their practices.
Iress has revealed the number of clients per adviser that top advice firms serve, as well as how many client meetings they conduct each week.
