Paraplanner of the Year: get respect

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

3 September 2007
| By Justin Knight |

Entries open today for the seventh annual Paraplanner of the Year Award.

The theme for this year’s award is ‘Get Respect’, 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 20 technical multiple-choice questions and five short answer questions related to the industry.

The questions will be available at http://www.paraplanneraward.com.au from September 3 to September 30, 2007. Entries close after this date.

Entrants will also be asked to explain why they should be chosen as the Paraplanner of the Year 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 October. 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 in Sydney, including a complementary registration for the FPA paraplanner workshop held at the conference. The national winner will be announced at the conference on November 28.

The national winner will receive a trip for two people to FPA Boston 2008, to be held in the US, October 4-7, 2008. The prize includes conference registration, return airfares and accommodation for four nights.

The Paraplanner of the Year Award is supported by Australian Unity, Money Management, the FPA and Kaplan.

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