Applying lessons learnt outside the classroom

awards Fund Manager of the Year paraplanners

26 May 2017
| By Hope William-Smith |
image
image
expand image

Brisbane-based Rachelle Prato from Commonwealth Financial Planning (CFP) has been named Paraplanner of the Year at the 30th annual Money Management/Lonsec Fund Manager of the Year Awards for her outstanding volunteer work and strong social conscience.

Judges said Prato had a particular acumen when it came to drawing up logical and comprehensive documentation and was praised for her collaborative skills and workplace cooperation.

The judges were impressed with her diligence in working with planners and her initiative to ensure the advice document was in plain English so clients understood it.

Prato started with Rodney Gibson Financial Services in 2008 as a receptionist, before becoming a paraplanner in 2012. She began her tenure at the Commonwealth Bank in 2014.

Nominated by CFP general manager, Maria Lykouras, she was praised for her work beyond the call of duty with charitable endeavours, social initiatives, mentorship of junior staff as well as an all-round cogent and diligent work ethic.

“[Rachelle] receives consistently positive feedback from the financial planners she works with. They have come to rely on her,” Lykouras said.

“Rachelle brings focus to the community [and] to her professional life to foster a collaborative culture within her team.

Prato is the current Culture Champion with CFP and was a recipient of the CFP Monthly Paraplanning Award for Excellence. She said the incorporation of her skills learnt outside the workplace helped her provide accurate and insightful advice.

“[It’s about] getting to understand the end client through the communications that we have with the advisers and through their file and any conversations we have, then really tailoring the advice to what is required,” she said.

Prato was also praised for her philanthropy and social conscience outside the workplace as part of a self-expression and leadership program in 2016, where she raised $2,500 in sponsorship and donations for an Australian Bastille Day terror attack victim.

Fellow CFP paraplanner and nominee, Son Lang Vu was commended for her customer-centric approach to work as an ambitious and well-rounded team member. Strategy First Financial Planning nominee Tahir Adeel was praised for his positive attributes in his role as paraplanner and his professional and dedicated approach to work.

Read more about:

AUTHOR

Recommended for you

 
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

 

MARKET INSIGHTS

Peter Swan

In many cases, if not most, it is nearly impossible to verify an individual's entire experience as stated in their decla...

23 hours 29 minutes ago
JOHN GILLIES

SO NOW YOU ARE NOT ONLY A FUND MANAGER BUT A MIND READER AS WELL ? (Where it should have considered the orders were man...

1 day 1 hour ago
Nathan Baker

That's great. If any loss had occurred and clients eventually sue, that will probably occur after the PI has lapsed. Adv...

1 day 2 hours ago

ASIC has cancelled the AFS licence of a Sydney wealth firm, the fifth Sydney firm to see a cancellation since the start of the year....

2 weeks 1 day ago

More than 20 winners from the funds management industry have been crowned at this year’s awards....

1 week 1 day ago

The corporate regulator has made a suspension and a cancellation of the AFSL of two Queensland-based firms. ...

1 week 1 day ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND