Best advisers and BDMs in the industry recognised
All the finalists for the Money Management Fund Manager of the Year awards have been announced, recognising the best and brightest in the financial services industry.
The ultimate winners would be those who not only provided clients with excellent results and service, but also went above and beyond in what they offered their workplaces, communities and the industry.
These finalists join the list of the finalists in the funds categories that had already been announced, which were determined by Lonsec. The research house would determine the winners of these, while the victors of the categories announced this week would be decided by a panel of industry experts.
All winners would be announced and celebrated at the awards night at the Sofitel Sydney Wentworth on 16 May. Tickets for the renowned event are available here.
The finalists are:
Financial Planner of the Year
Brad Fensom, Australian Unity Personal Financial Services
Felicity Cooper, Cooper Wealth Management
Frances Easton, Alman Partners
James Ridley, Atlas Wealth Management
Phillip Richards, Endorphin Wealth Management
Shane Light, The Hopkins Group
Paraplanner of the Year
Chris Cynkar, RSM Financial Services
Mellissa Edwards, Paraplanner.com.au
Eric Galiatsatos, Paraplanner.com.au
Angela Richards, Paraplanner.com.au
Taiki Yasushima, Strategy First Financial Planning
Business Development Manager of the Year
VIC
Damian Casey, Fidante Partners
Ravi Verma, OpenInvest
Simon Brody, Millennium3 Financial Services
WA
Chris Murphy, TAL
Veri Gravina, BT Financial Group
NSW/ACT
Brett Madigan, NEOS Life
Reuban Siva, Walsh & Company
SA/NT/QLD
Dean Campbell, JBWere
Jade Custance, TAL
Young Achiever of the Year
Charis Campbell, Macquarie
Phillip Richards, Endorphin Wealth Management
Zacary Leeson, HPH Solutions
James Ridley, Atlas Wealth Management
AUTHOR
Hannah Wootton
Recommended for you
Licensee switching may be on the rise, but AFSLs are still finding ways to make the process difficult with small licensees identified as the biggest culprits.
While technology is seen by many as the key to solving efficiency challenges for advisers, a consultancy head has argued that advisers themselves are contributing to this burden through unnecessary overcomplications of the advice process.
Findings from Russell Investments has shown clients are struggling to understand fee structures when receiving advice, even if the advisers believe they are transparent.
AMP’s advice platform has unveiled a low-fee investment menu aimed at expanding advisers’ client base by targeting individuals with less complex needs, in response to adviser feedback.
