Financial Planner of the Year nominations now open

financial-planner/financial-planning/financial-planners/

8 October 2013
| By Milana Pokrajac |
image
image image
expand image

Nominations are now open for the Money Management 2013 Financial Planner of the Year award, with the winner to be announced on Thursday, 21 November.

Any Australian financial planner/adviser — self-licensed, aligned or employed in a practice/bank — is eligible. Anyone can nominate a financial planner or they can nominate themselves through our online portal.

Alternatively, financial planners can package their nomination in a PDF document and send it to [email protected]

To enter, nominees must provide a cover letter outlining why they — or the person they're nominating — deserve the award; a brief copy of their CV; and at least one written reference from a client, colleague or employer, in addition to providing the following:

- An outline of the nominee's career achievements (no more than 300 words)

- An outline of the nominee's input to the financial planning profession (no more than 300 words)

- An outline of the nominee's contributions to the community (no more than 300 words).

Nominations close on Friday, 18 October, with the finalists to be contacted soon thereafter.

In addition, Money Management/Super Review are also accepting nominations for our inaugural Women in Financial Services Awards, which aim to raise the profile of women within the industry as well as promote and encourage excellence through 11 categories.

Entries can be sent online until Friday, 25 October 2013. The winners will be announced on Wednesday, 20 November at the Ivy Ballroom in Sydney.

If you need more information, please contact Milana Pokrajac on 02 8484 0840 or email [email protected]

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

6 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

8 months ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

3 weeks 4 days ago

Despite the financial adviser exam being rooted in ethics, two professional year advisers believe the lack of support and transparency from the regulator around the exam ...

2 weeks 3 days ago

ASIC has banned two advisers from the same advice firm for giving clients inappropriate superannuation advice that was not in their best interests. ...

3 weeks 3 days ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND
Fund name
3y(%)pa
1
DomaCom DFS Mortgage
88.01 3 y p.a(%)
3