Last call for Paraplanner of the Year
Entries close this Sunday, October 1, for the prestigious Paraplanner of the Year Award.
About 200 entries have so far been received for the award, which is up on last year’s number.
Only paraplanners who hold a proper authority and have fully or partially completed formal financial planning qualifications are eligible to enter the awards by going to http://www.paraplanneraward.com.au.
Paraplanners entering the awards are required to answer 20 online technical multiple-choice questions and five short answer questions related to the industry.
Entrants will also be asked to explain why they should be selected the Paraplanner of the Year by providing a short summary of their experience, qualifications and contribution to the financial planning industry.
Five state winners will be selected, representing Victoria/Tasmania, NSW/ACT, WA, Queensland/NT and SA, from which a final national winner will be chosen.
Each state winner will receive a trip to this year’s Financial Planning Association (FPA) National Conference in Melbourne and a complimentary registration for the FPA paraplanner workshop held at the conference.
Each state winner will also win a trip to the official awards ceremony in Melbourne, with airfares and accommodation included.
In addition, the national winner will receive a trip for two people to the FPA’s Success Forum 2007, to be held in the US in October, 2007.
The Paraplanner of the Year Award is supported by Australian Unity, Money Management , the FPA and Tribeca.
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.
