Client wellbeing front and centre

Financial Planner of the Year

Winner: Joseph Hoe
Senior financial planner
Wealthwise Pty Ltd

Finalists:

Helga Baxter
Managing director
Crosby Dalwood Pty Ltd

Related News:

Stuart Barry
Principal
Tax Ethical Pty Ltd

Lisa Duggan
Director and financial planner
Epona Financial Guidance

"At the end of the day, clients don't care about how much you know until they know how much you care."

That is the motto of this year's Financial Planner of the Year award winner at the Money Management/Lonsec 2016 Fund Manager of the Year Awards, Joseph Hoe, who has always relied on referrals from existing clients, which is testament to his professionalism and his strong belief in always working in the client's best interests.

Hoe started his career as an accountant in 1999, but soon realised that financial planning was his true calling. After working in various firms, including HSBC, he joined Financial Wisdom authorised representative, Wealthwise, in 2012 and works as a senior financial adviser.

"I personally am a big supporter of being proactive. Whenever there are changes in my client's circumstances, whether it is a new home or a new child, I will always know about it and I will send an e-mail or give them a call to congratulate them, and also to visit them," Hoe said.

Hoe believes in providing strategic, holistic, objective-based advice and collaborating with clients extensively to learn about their financial goals in three, five, or 10 years.

An advocate of ongoing education, Hoe's educational qualifications include a Bachelor of Commerce, a Certified Practising Accountants' certification, Certified Financial Planner, Master of Tax (with distinction), and a Diploma of Financial Services.

He volunteers his time as an assessor of the CFP Professional Education Program, and supports junior planners as part of his firm's mentoring program to hone their technical and interposal skills.

He was a recipient of the Association of Financial Advisers' Excellence in Education Award, Western Australia in 2015.

Judges were also highly impressed with Hoe's record of giving back to the industry. He won the Financial Planning Association's Future2 Community Service Award for Western Australia and is now a judge for these awards.

The judges were also impressed with Crosby Dalwood managing director, Helga Baxter, Tax Ethical principal, Stuart Berry, and Epona Financial Guidance director and financial planner, Lisa Duggan.

Duggan won the Financial Planner of the Year title at Money Management's Women in Financial Services Awards in 2015.

 

JUDGES FOR THE FINANCIAL PLANNERS OF THE YEAR 2016

Lisa Barber

Lisa Barber won the Financial Planner of the Year award in 2014 in Money Management's Women in Financial Services Awards, and was a finalist in previous years. She is the wealth coach and director of Hillross — Aspire Wealth in Sydney. She has more than 20 years' experience in financial services across the wealth management spectrum, including cash flow, investment property and self-managed superannuation funds. She has previously worked at AMP as an advice coach.

Andrew McKee

Owner and director of McKee Financial Services and authorised representative of Australian Unity, Andrew Mckee, returned to the panel after judging the Financial Planner of the Year awards in 2012. He has been running his financial planning business for over seven years, and has over 20 years' corporate experience in financial services, including roles as head of life/risk at Zurich and head of private clients at Perpetual.

Claire Mackay

Quantum Financial Services principal adviser, Claire Mckay, has been a finalist in Money Management's awards multiple times, and won the Financial Planner of the Year award in 2015. She has been the Quantam's principal adviser since 2004. She started her career at PwC in 2002, before moving to Macquarie Bank. She is the only practitioner financial planner in Australia to hold qualifications in accounting, financial planning, tax and law.

Mike Taylor

Mike Taylor is the managing editor of Money Management and Super Review. He has been a journalist for over 40 years, with a career spanning coverage of financial services, federal and state politics, and industrial relations.

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