How we found the Financial Planner of the Year
Money Management has been presenting the Financial Planner of the Year Award since 1987, and in 2004, received a record number of nominations from across Australia. Nominees were required to submit entries demonstrating outstanding achievement and the pursuit of professional excellence in the categories of career achievement and professional development, input to the profession and contributions to the community.
As always, the comprehensiveness and high standard of entries made the judging process a difficult task. Our five judges scored each entry to come up with a list of finalists and ultimately the overall winner.
Each entrant received a score out of 100, with a mark out of 40 for career achievement, which includes education, practice development, management and career highlights; a mark out of 40 for input to the profession, covering involvement with industry associations and bodies, and improving consumer awareness of planning through the media and pro bono work; and a mark out of 20 for contributions to the community, which includes efforts such as charity work and involvement with community programs and causes.
The Financial Planner of the Year receives a trip to the 2005 US FPA Success Forum in San Diego to the value of $10,000. Money Management would like to thank the judges for their assistance, the entrants for their participation, and the award’s major sponsor, Tyndall.
Recommended for you
A financial advice firm has been penalised $11 million in the Federal Court for providing ‘cookie cutter advice’ to its clients and breaching conflicted remuneration rules.
Insignia Financial has experienced total quarterly net outflows of $1.8 billion as a result of client rebalancing, while its multi-asset flows halved from the prior quarter.
Prime Financial is looking to shed its “sleeping giant” reputation with larger M&A transactions going forward, having agreed to acquire research firm Lincoln Indicators.
An affiliate of Pinnacle Investment Management has expanded its reach with a London office as the fund manager seeks to grow its overseas distribution into the UK and Europe.
