Find out who are the finalists in this year's Financial Planner of the Year Awards.
Monday, November 5th 2001, 3:34PM
Good Returnsis pleased to announce that three finalists have been selected in this year's Financial Planner of the Year Awards.
The finalists are (in alphabetical order):
- Graham Baker, Spicers Portfolio Management, Hamilton
- Jordi Garcia, New Zealand Financial Planning, Auckland
- Fiona Judd, Broadbase, Waikato
The three finalists will each do a final interview with the judging panel in Auckland on Thursday and the presentation function will be held at the Sheraton Hotel, that night starting at 6.30pm. (For more detailsclick here)
The Awards have been organised to promote professionalism and excellence in financial planning. Also, they help show the public how financial planners can help them meet their investment and retirement income goals.
Planners who entered the Awards are judged on a number of criteria including professionalism and excellence. (Full details of process can be found here).
The previous Award was won by Rodger Spiller of Money Matters.
The Awards are supported by Armstrong Jones, AXA New Zealand, Guardian Trust Financial Services, Morningstar, Perpetual Investments, Tower Managed Funds and Royal & SunAlliance.
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