Entries open for 2009 Financial Planner of the Year

financial planning financial planner financial planning business money management financial planners financial adviser FPA

17 September 2009
| By Amal Awad |

Entries are now open for this year’s Money Management Financial Planner of the Year. Now in its 21st year, the award recognises excellence in the field of financial planning and its Hall of Fame includes Robert Keavney and Ray Griffin.

Last year’s winner was Orange-based planner Peter Roan, who will be heading off to the US next month for the US Financial Planning Association (FPA) conference – his prize for being named Financial Planner of the Year (in a package to the value of $10,000).

Past winner Julian Battistella, who was fortuitously named Financial Planner of the Year days before he opened up his own financial planning business, Battistella Financial Services, commended his experience at the FPA conference in Boston last year.

“It certainly was an interesting time to be in America. I had the chance to experience first-hand how the global financial meltdown was being viewed by financial planners in the world’s biggest economy,” Battistella said.

“The presidential debate was also on at that time, which made for a very interesting and relevant trip.”

For Battistella, who had been named runner up in 2005 and 2006, winning the award was extremely satisfying. “Whilst I have always maintained a very strong professional relationship with my clients, it certainly did no harm to my reputation when my clients found out about my success,” he said.

“Winning such an award is an easy way of showing your clients you have credibility beyond their perspective of you, which is generally only based on your client adviser relationship with them.

“Winning the Money Management award is an endorsement from other highly regarded industry professionals that your approach to financial planning is considered to be of a sufficiently high standard to demonstrate you are a modern and progressive financial adviser, whose primary motivation is to assist others to improve their financial position and meet their objectives.”

This year’s winner will be awarded a trip to the 2010 US FPA conference, a package valued at $10,000. Entries must be submitted by close of business on Monday, September 28, 2009. For details, see page three of this week’s edition of Money Management.

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 month ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month 1 week ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

1 week 5 days ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

1 week ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

1 week ago