Kiddell takes out top planning award
Victorian financial planner Robert Kiddell has won theMoney ManagementFinancial Planner of the Year award for 2002 after beating a field of well known financial planners.
Kiddell, based in the Latrobe Valley east of Melbourne, lead a strong pack which included Peter Leggett, John Hewison and Peter Richards, who have all been given Highly Commended awards for their contributions to financial planning, the financial services industry and the community.
The field of entrants also included well known Brisbane based planner Leonie Henry, Lawrie O'Neill - a highly commended planner from last year's awards - and WHK's Peter Williams.
The win for Kiddell follows on from his Highly Commended award in last year's Financial Planner of the Year competition, which was won by Adelaide based adviser John Wotherspoon.
Wotherspoon joined this year's five member strong judging panel, which included veteran planner Gwen Fletcher, the Financial Planning Association’s (FPA) general manager of education services Chris McMillan, the NSW director of the Association of Financial Advisers (AFA) Roger Holt and the managing director of Strategic Consulting and Training (SCAT) Jim Stackpool.
Kiddell will receive a trip to the US Financial Planning Association's annual conference in Philadelphia next year courtesy ofMoney Management,and will be presented with the Financial Planner of the Year award at a gala dinner in May.
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.