The industry’s most prominent and influential financial advisers are putting the finishing touches to their submissions for the FPA Value of Advice Awards 2007.
For the second year running, the competition has opened for entries from the nation’s 5390 certified financial planners.
Its five categories are wealth accumulation, post-retirement planning and management, low-income planning, pre-retirement planning and lastly, community contribution and pro bono work.
“Entries must demonstrate how the recommendations and outcomes of the financial planner’s advice gave value to a particular client or, in the community award, details of the program and involvement,” an FPA spokesman said.
In its inaugural year, the wealth accumulation award was given to Philippa Elliot of Epic Adviser Solutions from Western Australia. Hillross Financial Services planner Ben Hatcher in New South Wales took the post-retirement planning award, while Tasmanian Rod Scurrah from Garvan Financial Planning was recognised for pre-retirement planning. Queenslander Neil Kendall of Charter Financial Planning was honoured for his low-income planning work.
The closing date for entries is May 18. For more details log on to the FPA website. Winners will be announced at the FPA 2007 National Conference in Sydney, which runs from November 28 to 30.
