Week left to nominate the Financial Planner of the Year
There is only a week left to nominate Money Management's Financial Planner of the Year (FPOTY) for 2012 as the nominations close on Thursday, 11 October.
The award seeks to recognise excellence in the financial advice sector and will be presented at a Money Management cocktail function on Thursday, 22 November.
The winner will receive a trip to the 2013 Financial Planning Conference in the US worth $10,000.
Any financial adviser can be nominated for the FPOTY 2012 title by completing the entry form and meeting Part 1 of the judging criteria.
Part 1 includes the following:
- A covering letter outlining why the individual should be considered for the award (400 words)
- Information covering the individual's career achievements (300 words); input to the financial planning profession (300 words) and their CV.
Money Management will contact the applicants who make it through to the next stage of the judging process to notify them of the additional criteria.
Your application can be emailed to [email protected] or posted to:
Money Management
Locked Bag 2999
Chatswood DC
NSW 2067
For further information please contact Milana Pokrajac on (02) 9422 2080.
AUTHOR
Staff Writer
Recommended for you
Sequoia Financial Group has announced it is selling off its Informed Investor subsidiary which it acquired in April 2022.
Wealth Data has examined which advice business model has seen the most growth since the start of the year including those that offer holistic advice.
Research conducted by Elixir Consulting and Lonsec has quantified the efficiency gains of using managed accounts in financial advice practices in hours per week saved.
With only one-quarter of advice practices actively seeking feedback from clients, the Financial Advice Association Australia has emphasised why this is a critical tool for client retention.
