Money Management set to announce 2011 Financial Planner of the Year

financial planner money management financial planning association FPA financial advice

16 November 2011
| By Milana Pokrajac |
image
image
expand image

{^YouTubeVideo|(url)http://www.youtube.com/watch?v=kxIEAgCu7g8&showinfo=0|(width)560|(heigh…^} 

Money Management has selected its 2011 Financial Planner of the Year and will announce the winner tomorrow at the Financial Planning Association (FPA) national conference in Brisbane.

The 23rd winner of this award has been carefully selected by four judges: former FPA chair Julie Berry, Matrix Planning Solutions managing director Rick Di Cristoforo, last year's Financial Planner of the Year award winner Catherine Robson and Money Management managing editor, Mike Taylor.

The judges awarded points to each candidate in seven separate areas, including education, quality of advice and customer service.

The award - which aims to recognise and reward excellence in the provision of financial advice - required nominees to submit entries that highlighted their contribution to the financial planning profession, their career milestones to date and their service to the community at large.

This year's winner receives a trip to the US 2012 FPA annual conference - a prize to the value of $10,000.

The winner will be announced by Mike Taylor tomorrow afternoon at the FPA conference.

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

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

1 day ago

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

5 days 5 hours ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

3 weeks 3 days ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

2 weeks 5 days ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

4 days 3 hours ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

3 days 6 hours ago