Judging process
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.
Recommended for you
A former Sydney investment manager has pleaded guilty to two counts of insider trading regarding a potential takeover of Platinum Asset Management, having acquired $2.6 million of Platinum shares.
As the firm enters a new growth phase, Orbis Investments managing director Jason Ciccolallo has said it is looking to strengthen relationships with retail advisers to align with the firm’s institutional reputation.
The former director of United Global Capital has received a decision from the Administrative Review Tribunal regarding an appeal of his 10-year ban from providing financial services.
AMP-owned North has announced a senior manager appointment as the platform explores growth opportunities in its addressable adviser market.
