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.
AUTHOR
Kate Cowling
Recommended for you
Minister for Financial Services, Stephen Jones, has said he did not expect backlash to changes around advice fee deduction and believes the second tranche will have greater impact, committing to enact it by May 2025.
Financial adviser numbers are “back in black” for the year to date, thanks to 50 new entrants joining the industry over the last four weeks.
An equity partner firm of Count has purchased a Brisbane-based accounting business for nearly $1 million, as Count drives forward its inorganic growth momentum.
Australia’s looming intergenerational wealth transfer remains a crucial opportunity for financial advisers, with 14 per cent of consumers looking to transfer $1 million or more.
