tmmonline.nz  |   landlords.co.nz        About Good Returns  |  Advertise  |  Contact Us  |  Terms & Conditions  |  RSS Feeds

NZ's Financial Adviser News Centre

GR Logo
Last Article Uploaded: Tuesday, March 19th, 10:57AM

News

rss
Latest Headlines

Awards to industry's finest

Industry stalwarts and newcomers have been recognised with awards at this year’s joint IFA/PAA conference.

Friday, August 4th 2017, 6:00AM 5 Comments

The PAA handed out its excellence awards, designed to recognise the passion, pride, professionalism and general excellence in the financial advice industry.

Insurance adviser of the year was Onny Faleafa (pictured), of Nido Insurance.

The PAA said Faleafa was recognised across the industry for helping his clients make smart financial decisions to protect and empower themselves.

David Isaacs, of Isaacs Financial Planning, was investment adviser of the year.

The PAA said his mantra was to “invest your money like it’s my money”.

Mortgage adviser of the year was David Windler, of the Mortgage Supply Co.

The judges said he was known for believing that advisers were like coaches, empowering, educating and leading their clients.

Last year’s judges’ excellence award winner Anand Srinivasan was this year named new insurance adviser of the year award. The judges said he had developed a unique approach to insurance planning and was known as the “review and repair specialist”.

Cameron Marcroft was named new mortgage adviser of the year. “He is a strong advocate of his peers as well as the mortgage industry as a whole,” the judges said.

Tracey Jones, of Thomson Jones Mortgages and Insurance was given the judges’ excellence award.

The IFA made three chair awards and two key contribution awards, recognising volunteer service to the institute at a local or committee level.

Lyn McMorran, chief executive of the Financial Services Federation, and former president of the IFA Nigel Tate were recognised for their years of board involvement, representing New Zealand at international Financial Planning Standards Board meetings and promoting financial advice.

Paul Sewell of Hawkes Bay and Michael Courtney of Wellington were also given chair awards in recognition of the work they had done for the IFA and the profession.

The IFA gave its pro bono award to the Southland branch of the IFA for its work with the Citizens Advice Bureau.

It also gave the award for an outstanding contribution to the financial advice profession to Philip Macalister, of Tarawera Publishing, which produces Good Returns, ASSET magazine, and The Mortgage Mag, among other digital and physical publications.

The institute said Good Returns, founded in 1997, was held in high regard by the industry. Macalister had deep knowledge of financial advice and was often called on to speak at conferences.

Previous recipients of the award include Graham Rich in 2012, Stephen O’Connor in 2013, Simon Hassan in 2014 and Milton Jennings in 2016.

Tags: financial advisers FPSB FSF IFA Insurance Advisers Mortgage Advisers Mortgage Supply PAA

« Getting to Know: Sue BrownLVR restrictions to be reviewed »

Special Offers

Comments from our readers

On 4 August 2017 at 10:27 am Murray Weatherston said:
Congratulations Phil on your award for outstanding contribution to the financial advice profession. No argument but that you do a lot to promote "the word".
But does anyone else find it strange that the IFA would give its award to a journalist in preference to all of its own members?
On 4 August 2017 at 11:49 am Simon Hassan said:
Murray, I agree that the award to Phil was thoroughly deserved. And re: why not to a member, IFA's Outstanding Contribution to the Profession award has always been seen as covering all stakeholders, not just IFA members - as seen last year when it went to Milton Jennings.
On 4 August 2017 at 2:37 pm Pragmatic said:
Looks like you're eligible Murray....
On 4 August 2017 at 5:06 pm Murray Weatherston said:
And you too Pragmatic. Looks like we weren't up to the mark this year...again! Sigh!
On 5 August 2017 at 2:07 pm Murray Weatherston said:
PS Contingent apologies Pragmatic ... I had overlooked the possibility that you might actually be Philip Macalister when I stated you hadn't won this year either.

Sign In to add your comment

 

print

Printable version  

print

Email to a friend
News Bites
Latest Comments
Subscribe Now

Weekly Wrap

Previous News
Most Commented On
Mortgage Rates Table

Full Rates Table | Compare Rates

Lender Flt 1yr 2yr 3yr
AIA - Back My Build 6.19 - - -
AIA - Go Home Loans 8.74 7.24 6.79 6.65
ANZ 8.64 7.84 7.39 7.25
ANZ Blueprint to Build 7.39 - - -
ANZ Good Energy - - - 1.00
ANZ Special - 7.24 6.79 6.65
ASB Bank 8.64 7.24 6.79 6.65
ASB Better Homes Top Up - - - 1.00
Avanti Finance 9.15 - - -
Basecorp Finance 9.60 - - -
Bluestone 9.24 - - -
Lender Flt 1yr 2yr 3yr
BNZ - Classic - 7.24 6.79 6.65
BNZ - Green Home Loan top-ups - - - 1.00
BNZ - Mortgage One 8.69 - - -
BNZ - Rapid Repay 8.69 - - -
BNZ - Std, FlyBuys 8.69 7.84 7.39 7.25
BNZ - TotalMoney 8.69 - - -
CFML Loans 9.45 - - -
China Construction Bank - 7.09 6.75 6.49
China Construction Bank Special - - - -
Co-operative Bank - First Home Special - 7.04 - -
Co-operative Bank - Owner Occ 8.40 7.24 ▼6.79 ▼6.65
Lender Flt 1yr 2yr 3yr
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 -
First Credit Union Standard 8.50 7.99 7.85 -
Heartland Bank - Online 7.99 6.69 6.45 6.19
Heartland Bank - Reverse Mortgage - - - -
Heretaunga Building Society 8.90 7.60 7.40 -
HSBC Premier 8.59 - - -
HSBC Premier LVR > 80% - - - -
HSBC Special - - - -
ICBC 7.85 7.05 ▼6.75 6.59
Lender Flt 1yr 2yr 3yr
Kainga Ora 8.64 7.79 ▼7.39 ▼7.25
Kainga Ora - First Home Buyer Special - - - -
Kiwibank 8.50 8.25 7.79 7.55
Kiwibank - Offset 8.50 - - -
Kiwibank Special - 7.25 6.79 6.65
Liberty 8.59 8.69 8.79 8.94
Nelson Building Society 9.00 7.75 7.35 -
Pepper Money Advantage 10.49 - - -
Pepper Money Easy 8.69 - - -
Pepper Money Essential 8.29 - - -
Resimac - LVR < 80% 8.84 8.30 7.89 7.69
Lender Flt 1yr 2yr 3yr
Resimac - LVR < 90% 9.84 9.30 8.89 8.69
Resimac - Specialist Clear (Alt Doc) - - 8.99 -
Resimac - Specialist Clear (Full Doc) - - 9.49 -
SBS Bank 8.74 7.84 7.45 7.25
SBS Bank Special - 7.24 6.85 6.65
SBS Construction lending for FHB - - - -
SBS FirstHome Combo 6.19 6.74 - -
SBS FirstHome Combo - - - -
SBS Unwind reverse equity 9.95 - - -
Select Home Loans 9.24 - - -
TSB Bank 9.44 8.04 7.55 7.45
Lender Flt 1yr 2yr 3yr
TSB Special 8.64 7.24 6.75 6.65
Unity 8.64 6.99 ▼6.79 -
Unity First Home Buyer special - - 6.45 -
Wairarapa Building Society 8.60 7.15 6.85 -
Westpac 8.64 7.89 7.49 7.25
Westpac Choices Everyday 8.74 - - -
Westpac Offset 8.64 - - -
Westpac Special - 7.29 6.89 6.65
Median 8.64 7.29 7.32 6.65

Last updated: 14 March 2024 9:32am

About Us  |  Advertise  |  Contact Us  |  Terms & Conditions  |  Privacy Policy  |  RSS Feeds  |  Letters  |  Archive  |  Toolbox  |  Disclaimer
 
Site by Web Developer and eyelovedesign.com