In its sixth year, the Paraplanner of the Year Awards are again supported by Australian Unity, MoneyManagement, the FinancialPlanning Association (FPA) and Tribeca.
To be eligible, paraplanners are required to hold a proper authority and have fully or partially completed formal financial planning qualifications.
Entrants were required to answer 20 technical multiple-choice questions online, as well as five short answer questions relating to the industry. They were also asked to provide a short summary of their experience, qualifications and contribution to the planning industry.
From these responses, five state winners were selected.
Each state winner must then complete a short case study, with the best entry determining the national winner, which will be announced in March 2007.
The national winner will receive a trip for two people to the FPA’s Success Forum 2007, to be held in the US.
