Paraplanner of the Year awards: How we found the state winners
The Paraplanner of the Year Award was established by Australian Unity in 2001 to provide greater recognition of the paraplanning profession.
Now, with the support of the Financial Planning Association, Tribeca and Money Management, the awards have continued to grow.
As well as providing paraplanners with an outstanding opportunity for career recognition, the awards serve to:
n further promote professionalism in the financial planning industry;
n encourage young professionals who wish to make financial planning their career; and
n congratulate and reward those who are financial planning’s rising stars.
Paraplanners enter the awards by answering 20 technical multiple-choice questions and five short answer questions related to the industry.
Only paraplanners who hold a proper authority and have fully or partially completed formal financial planning qualifications can enter.
Entrants are also asked to explain why they should be selected as the Paraplanner of the Year by providing a short summary of their experience, qualifications and their contribution to the financial planning industry.
From these responses, five state winners are selected.
Each state winner is then asked to complete a short case study, with the best entry deciding the national winner, which will be announced in March 2006.
Recommended for you
The Stockbrokers and Investment Advisers Association has announced the appointment of its new chief executive following the exit of Judith Fox after six years.
While SMAs may boost adviser efficiency, an adviser has suggested that widespread use could leave some clients in a worse position while also reducing the individuality of their service.
Three advice firms – Talem, Assure and Plenary Wealth – have merged to create a Sydney-based advice business.
Sophie Chen has begun her role as executive director at Sequoia Financial Group, responsible for implementing the firm's strategy in Asia-Pacific as the group looks to cross-border partnerships.
