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Financial Planner of the Year Finalists

The eight finalists in this year’s financial planner of the year Awards have been announced.

Sunday, November 9th 2003, 8:37PM
This year there are two categories in the awards, the CFP of the Year, which is open to New Zealand-based advisers who hold the internationally-recognised Certified Financial Planner of the Year designation, and the Young Financial Planner of the Year Award.

The finalists in the CFP of the Year are:

  • Phillip King Ellerie Cornwall Financial Limited, Tauranga
  • Alison Renfrew Creating Wealth Ltd, Wellington
  • Ricky Bennett Bennett & Associates, Invercargill
  • Michele Stanton Glaiser Ennor Asset Management, Auckland
The finalists in the inaugural Young Financial Planner of the Year Awards are:
  • Kim Bowater New Zealand Financial Planning,
  • Auckland
  • Lisa Dudson Acumen Financial Planning, Auckland
  • Nicole Hoy New Zealand Financial Planning, Wellington
  • Bryce Pratt Spicers Portfolio Management, Palmerston North
An awards presentation and dinner will be held in Auckland on November 19. The dinner is a celebration of financial planning in New Zealand and an opportunity to acknowledge the best in the industry.

The Awards are organised by Good Returns and sponsored by AMP, ING, Sovereign and Tower, with prizes supplied by Morningstar, Microsoft and Telecom.

For more details on the awards, and to book your place at the dinner visit http://awards.goodreturns.co.nz

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China Construction Bank Special - - - -
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Co-operative Bank - Standard 8.40 7.74 7.29 7.15
Credit Union Auckland 7.70 - - -
First Credit Union Special - 7.45 7.35 -
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Heretaunga Building Society 8.90 7.60 7.40 -
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HSBC Premier LVR > 80% - - - -
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Kainga Ora - First Home Buyer Special - - - -
Kiwibank 8.50 8.25 7.79 7.55
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