Tupicoffs’ James Kenny picks up Financial Planner of the Year
Money Management has named Tupicoffs' James Kenny its 2013 Financial Planner of the Year.
In a profession that has become increasingly hard to crack, Kenny went beyond the call in the last year to mentor prospective planners and introduce new talent to the baby boomer-dominated space.
He lent his voice to several events and workshops, while helping students from Griffith University to realise their financial adviser aspirations.
The 35-year-old has also helped a number of his clients recover losses through the firm's Financial Rescue program — an innovative scheme that has attracted cross-referral from other financial planning firms.
Money Management's panel of judges admired Kenny's dedication to ensuring the future of the profession and his off-the-clock commitment to clients.
The judges selected Shadforth's Sally Huynh as runner-up this year for her compassionate approach to holistic financial advice and lifting professional standards.
The other finalists this year were Cygnet Advisory director Luke Naughtin and Citigold Wealth Management senior wealth specialist Andy Low.
Recommended for you
AZ NGA’s CEO has unpacked how its recent $345 million debt facility from Barings will accelerate its advice network’s growth ambitions, and allow its largest firms to access a greater source of funding.
Research by Colonial First State has found women are reluctant to make retirement preparations, despite 62 per cent saying they feel that they are unable to achieve a comfortable retirement.
Managed accounts saw net inflows of $14.3 billion in the six months to 31 December, according to the latest IMAP FUM census.
The increased bids for Insignia from Bain and CC Capital value the company at $3.3 billion, while there is still a possibility for competing bids from rival players such as Brookfield.
