Financial Planner of the Year finalists announced
Five financial planners have been selected as finalists for the Money Management Financial Planner of the Year (FPOTY) 2012 award.
They are: Michelle Tate-Lovery (Unified Financial Services), Claire MacKay (Quantum Financial), Sarah Riegelhuth (Wealth Enhancers), James Kenny (Tupicoffs) and last year's finalist William Johns (Fiducian Financial Services).
The finalists have been voted for by the FPOTY 2012 judging panel, comprised of former Financial Planning Association chair Julie Berry, last year's Financial Planner of the Year Charles Badenach, long-time financial planner Andrew McKee from Australian Unity and Money Management managing editor Mike Taylor.
The panel received this year's entries, with each judge being asked to nominate their five preferred applicants. The applicants were then judged on quality, career achievements, input to the financial planning profession and contribution to the community.
The final five were chosen according to the number of judges' votes each entrant received.
The FPOTY finalists have now been asked to provide the panel with additional information and client testimonials to help the judges to make their final decision, with the winner due to be announced at the Money Management Christmas cocktail function on 22 November 2012.
Full editorial coverage will be featured in the 22 November edition of Money Management. The prizes and event details are to be announced soon.
Recommended for you
ETF provider Global X has appointed five new roles across the business, including a head of technology, as it seeks to scale the business and expand its reach in the Australian market.
Insignia Financial has returned to profit in FY25, after a $185 million loss in the previous year, while its advice division grew their revenue per adviser by 14 per cent.
With licensee switching on the rise, particularly for newer advisers, compliance expert Sean Graham has shared red flags to watch out for when making the jump between AFSLs.
Beyond their investment benefits, over a third of advisers say utilising managed accounts solutions has allowed them to take on more clients, according to Praemium.
