Money Management would like to extend its warmest thanks to the members of this year’s judging panel. In addition to editor Mike Taylor, this year’s judges included the following representatives of the financial services community:
Gwen Fletcher
Gwen Fletcher continues to be the undisputed doyenne of the financial planning industry .She was the first Australian woman to become a member of the USA International Association for Financial Planning (IAFP) and is widely acknowledged as the driving force behind the establishment of the profession in Australia through the formation of IAFP Australia (now the Financial Planning Association [FPA]). She is also founding principal of Fletcher Green Financial Services (now part of Financial Index Australia), founder of the Investment Training College and founding president of the Association of Financial Educators.
Jim Stackpool
Managing director of Strategic Consulting and Training, Jim Stackpool has built a reputation for improving the profitability of financial planning practices throughout the country. He is also chair of the Practice Management Task Force for the Securities Institute Advance Diploma of Financial Services (Financial Planning).
Brian Thomas
Brian Thomas is head of retail funds management at Perennial Investment Partners. Prior to this he was managing director and head of distribution for Credit Suisse Asset Management in Australia. He has been in the industry since 1977, working in the pension and mutual fund industry covering asset consulting, product development, marketing and research. Thomas has been an active participant in a number of industry bodies and government committees and is a regular industry commentator on personal investment issues.
David Haintz
David Haintz is the founder and principal of Haintz Financial Services and has 17 years experience in the personal financial and investment profession. He is an active member of the FPA and was an examiner at its Value of Advice awards this year. Haintz is last year’s Money Management Financial Planner of the Year.
Jason Menzies
Jason Menzies has held senior roles at Tribeca, including head of financial planning (current), head of distribution and head of technical services. Prior to joining Tribeca, he worked as a technical consultant at AMP’s Tapin help centre and previously worked as a financial adviser and self-managed superannuation fund accountant.
