Paraplanner of the Year awards: How we found the state winners

financial planning financial planning industry financial planning association australian unity money management

21 November 2005
| By Larissa Tuohy |

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.

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

3 weeks 6 days ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

3 weeks 6 days ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

4 weeks ago

The decision whether to proceed with a $100 million settlement for members of the buyer of last resort class action against AMP has been decided in the Federal Court....

1 week 5 days ago

A former Brisbane financial adviser has been found guilty of 28 counts of fraud where his clients lost $5.9 million....

3 weeks 5 days ago

The Financial Advice Association Australia has addressed “pretty disturbing” instances where its financial adviser members have allegedly experienced “bullying” by produc...

2 weeks 6 days ago

TOP PERFORMING FUNDS