Australian Unity Investments established the Paraplanner of the Year Award in 2001 to provide greater recognition for the paraplanning profession. With the support of the Financial Planning Association, Tribeca and MoneyManagement, the awards have continued to grow.
As well as providing paraplanners with an outstanding opportunity for career recognition, the awards serve to:
~ further promote professionalism;
~ encourage young professionals who wish to make financial planning their career; and
~ congratulate and reward those who are financial planning’s rising stars.
Paraplanners enter the awards by answering 20 technical multiple-choice questions and five short answer questions related to the industry. Only paraplanners who hold a proper authority and have fully or partially completed formal financial planning education can enter.
Entrants are also asked to explain why they should be selected as the Paraplanner of the Year by providing a short summary of their experience, qualifications and contribution to financial planning.
From these responses, five state winners were selected and interviewed by a judging panel to determine the final national winner.
