Vuong, who is part of the team at Innate Wealth in suburban St Kilda, impressed the judges with the education qualifications he brings to the role including his status as a Certified Financial Planner and as a SMSF Specialist Adviser.
Vuong joined Innate Wealth in 2009 as an associate adviser and the firm has been high in its praise for his commitment to the role.
It was also noted that he is a CFP committee member and a technical reviewer for the Financial Planning Association (FPA) – something that has ensured his up-to-the-minute knowledge of the technology issues underpinning good financial planning.
Vuong was named the winner from a strong field of entries for the inaugural Paraplanner of the Year Award, with the finalists being South Australia’s Sally Knayfati who impressed the judges with her depth of experience.
Knayfati is both the managing partner and paraplanner within KNS Financial Group and forms part of a paraplanner/financial planner partnership with her husband, Khaled.
Another finalist is an associate of our winner, Voung, at Innate Wealth, Ben Nguyen.
The judges noted Nguyen’s academic achievements and his CFP status.
Also noted for his CFP status was the award’s fourth finalist, Tim Dawe, also from Innate Wealth, who the judges commended for his academic background and for having been a recipient of the MLC Adviser scholarship program.
The judges noted the high quality of all the paraplanner entrants, particularly those which had obtained the CFP designation.
