Financial Planner of the Year nominations now open

financial planner financial planning financial planners

8 October 2013
| By Milana Pokrajac |
image
image
expand image

Nominations are now open for the Money Management 2013 Financial Planner of the Year award, with the winner to be announced on Thursday, 21 November.

Any Australian financial planner/adviser — self-licensed, aligned or employed in a practice/bank — is eligible. Anyone can nominate a financial planner or they can nominate themselves through our online portal.

Alternatively, financial planners can package their nomination in a PDF document and send it to [email protected]

To enter, nominees must provide a cover letter outlining why they — or the person they're nominating — deserve the award; a brief copy of their CV; and at least one written reference from a client, colleague or employer, in addition to providing the following:

- An outline of the nominee's career achievements (no more than 300 words)

- An outline of the nominee's input to the financial planning profession (no more than 300 words)

- An outline of the nominee's contributions to the community (no more than 300 words).

Nominations close on Friday, 18 October, with the finalists to be contacted soon thereafter.

In addition, Money Management/Super Review are also accepting nominations for our inaugural Women in Financial Services Awards, which aim to raise the profile of women within the industry as well as promote and encourage excellence through 11 categories.

Entries can be sent online until Friday, 25 October 2013. The winners will be announced on Wednesday, 20 November at the Ivy Ballroom in Sydney.

If you need more information, please contact Milana Pokrajac on 02 8484 0840 or email [email protected]

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...

1 month 3 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 3 weeks ago

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

2 months ago

SuperRatings has shared the median estimated return for balanced superannuation funds for the calendar year 2024, finding the year achieved “strong and consistent positiv...

1 week 6 days ago

Original bidder Bain Capital, which saw its first offer rejected in December, has returned with a revised bid for Insignia Financial....

6 days 5 hours ago

The FAAA has secured CSLR-related documents under the FOI process, after an extended four-month wait, which show little analysis was done on how the scheme’s cost would a...

3 days 23 hours ago

TOP PERFORMING FUNDS