Paraplanner of the Year
The theme for this year’s award is, ‘First the office…then the world’, chosen in recognition of the vital role paraplanners play behind the scenes in the financial services industry.
As such, this award is an opportunity for paraplanners to step into the spotlight and be publicly recognised for all their hard work.
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 www.paraplanneraward.com.au.
The Paraplanner of the Year Award was launched by Australian Unity in 2001 to recognise the professionalism of and outstanding contribution made by paraplanners to the financial planning industry.
Paraplanners can enter this year’s competition online by answering 15 technical multiple-choice questions and three short answer questions related to the industry.
The questions will be available at http://www.paraplanneraward.com.au from September 1 to September 30, 2008. Entries close after this date.
Entrants will also be asked to explain how they help to increase their clients’ wellbeing in their role as a paraplanner by providing a short summary of their experience, qualifications and contribution to the financial planning industry.
Five state winners will be selected and announced in November. The state winners represent 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 on the Gold Coast, including a complementary registration for the FPA paraplanning masterclass held at the conference. The national winner will be announced at this pre-conference workshop on November 18.
The national winner will receive a trip to FPA Anaheim 2009, to be held in the US in October 2009. The prize includes conference registration, return airfares for one person and accommodation for four nights.
The Paraplanner of the Year Award is supported by Australian Unity Investments, Money Management, the FPA and Kaplan Professional.
Recommended for you
The strategic partnership with Oaktree Capital and AZ NGA is likely to pave the way for overseas players looking to enter the Australian financial advice market, according to experts.
ASIC has cancelled a Sydney AFSL for failing to pay a $64,000 AFCA determination related to inappropriate advice, which then had to be paid by the CSLR.
Increasing revenue per client is a strategic priority for over half of financial advice businesses, a new report has found, with documented processes being a key way to achieving this.
The education provider has encouraged all financial advisers to avoid a “last-minute scramble” in meeting education requirements prior to the 31 December 2025 deadline.
