Deadline for Financial Planner of the Year award extended
The submission deadline for entries to the Money Management Financial Planner of the Year Award 2010 has been extended. The new deadline for part one of the awards process is Friday, September 24th.
To be in with a chance of winning this prestigious award, complete the entry form in the recent issue of MoneyManagement magazine or go to moneymanagement.com.au/fpoty. Applicants are asked to provide a comprehensive overview of their personal attributes and career achievements. The candidates that successfully make it through to part two of the judging process will be contacted by Money Management and asked to complete a practical application of advice principles and client endorsements.
The winner will be announced at the FPA conference and will feature in the November 25th issue of Money Management. For more information contact Angela Faherty on 02 9422 2210 or at [email protected].
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.