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
With an advice M&A deal taking around six months to enact, two experts have shared their tips on how buyers and sellers can avoid “deal fatigue” and prevent potential deals from collapsing.
Several financial advisers have been shortlisted in the ninth annual Women in Finance Awards 2025, to be held on 14 November.
Digital advice tools are on the rise, but licensees will need to ensure they still meet adviser obligations or potentially risk a class action if clients lose money from a rogue algorithm.
Shaw and Partners has merged with Sydney wealth manager Kennedy Partners Wealth, while Ord Minnett has hired a private wealth adviser from Morgan Stanley.
