Nominations open for 2006 Financial Planner of the Year
David Haintz
The nomination process for the 2006 Money Management Financial Planner of the Year award has now begun.
The award is in its 17th year and nominees are required to submit entries that highlight their contribution to the financial planning profession, their career achievements to date, and their service to the community at large.
As was the case last year, nominees will also be required to furnish a questionnaire that explores their practical application of advice principles such as improvements made to the quality of advice provided, the approach employed to non-active clients, the amount of time spend in face-to-face meetings, and how the selling of a service was ensured as opposed to the selling of a product.
Last year’s winner was David Haintz from Haintz Financial Services. He had been a financial planner for 17 years when he won the award and launched his own practice back in 1998.
In 2005, Haintz’s practice experienced phenomenal growth in its funds under advice, jumping from $61 million to $205 million.
The entrant judged to be the 2006 Money Management Financial Planner of the Year will receive a trip to the 2007 US Financial Planning Association Conference valued at $10,000.
For more information contact Mike Taylor on (02) 9422 2712 or at [email protected]. Nominations close on November 1, 2006.
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