Dunn named planner of the year
The 1999 Financial Planner of the Year is Peter Dunn.
Dunn, sole director and owner of Melbourne-based Moneyplan, is an industry stalwart. In spite of keeping up the juggling act of running his own dealership and maintaining a heavy industry and community involvement, Dunn still manages to keep his clients happy, through offering top notch service.
The 1999 Financial Planner of the Year is Peter Dunn.
Dunn, sole director and owner of Melbourne-based Moneyplan, is an industry stalwart. In spite of keeping up the juggling act of running his own dealership and maintaining a heavy industry and community involvement, Dunn still manages to keep his clients happy, through offering top notch service.
“People want an adviser at the other end of the phone,” he says.
Dunn’s involvement in the financial planning industry over the past 16 years has been prolific, to say the least. He has been a member of the Melbourne chapter of the Financial Planning Association (FPA) since 1992. During this time, he has served as chairman of the FPA’s 1995 national convention committee (and is serving as a member of the national convention committee for next year’s FPA convention in Melbourne) and has been both a director and vice president of the body. He has also been a member of its executive committee, finance committee and disciplinary review panel.
He recently received a distinguished service award from the FPA for his long term services to the industry body (one of only 11 FPA members to be recognised) and was awarded Hall of Fame status by the Melbourne chapter.
The volume of entries this year was the highest in the award’s 11 year history. And not only were the quantity of entries high but the quality of candidates was very high.
Money Management is delighted to salute the recipients of our highly distinguished awards, including Dunn's fellow Melburnians Dominic Alafaci and John Hewison. Both of these professionals are more than aware of the difficult balance between the pressures of running a business and promoting a profession.
Congratulations also to our sole non-Victorian finalist Greg Gunther, and to the many other financial planners nominated for the 1998 awards.
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