About Good Returns  |  Advertise  |  Contact Us  |  Terms & Conditions  |  RSS Feeds Other Sites:   depositrates.co.nz  |   landlords.co.nz
Last Article Uploaded: Thursday, August 24th, 11:50AM
Check out GoodReturns TV now! Dismiss
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 BrownThe big reveal (VIDEO) »

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
  • Industry demands details
    “Nominated representatives I also don't see why the sector is puzzled about the role of nominated representatives. All licensed...”
    1 day ago by Murray Weatherston
  • Industry demands details
    “I don't understand what the issue raised above about complaints and EDRS is. Under FSLAA, the licensee is the entity (FAP)....”
    1 day ago by Murray Weatherston
  • Former Navy captain to steer Newpark into the future
    “Great to see Newpark taking the early initiative as well as appointing someone with such obvious experience and business...”
    2 days ago by Donald
  • Former Navy captain to steer Newpark into the future
    “Congratulations Newpark on an awesome strategy! By appointing a "skipper" (pun intended) with Deans credentials, you are...”
    6 days ago by The Oracle
  • Getting to Know: Peter Neilson
    “Interesting article. Isn’t it good we do have some decent people in our industry. What a joke that was when all those...”
    6 days ago by Brent Sheather
Subscribe Now

Weekly Wrap

Previous News

MORE NEWS»

Most Commented On
Mortgage Rates Table

Full Rates Table | Compare Rates

Lender Flt 1yr 2yr 3yr
ANZ 5.79 5.05 ▼5.25 5.59
ANZ Special - 4.55 ▼4.75 -
ASB Bank 5.80 4.85 5.19 5.49
ASB Bank Special - 4.45 4.79 5.09
BankDirect 5.80 4.85 5.19 5.49
BankDirect Special - 4.45 4.79 5.09
BNZ - Mortgage One 6.50 - - -
BNZ - Rapid Repay 5.95 - - -
BNZ - Special - 4.59 4.79 5.09
BNZ - Std, FlyBuys 5.90 4.99 5.29 5.59
BNZ - TotalMoney 5.90 - - -
Lender Flt 1yr 2yr 3yr
Credit Union Auckland 6.70 - - -
Credit Union Baywide 6.15 5.45 5.50 -
Credit Union North 6.45 - - -
Credit Union South 6.45 - - -
Finance Direct - - - -
First Credit Union 5.85 - - -
Heartland 6.70 7.00 7.25 7.85
Heartland Bank - Online - - - -
Heretaunga Building Society 5.75 5.00 5.20 -
Housing NZ Corp 5.79 4.85 5.24 5.49
HSBC Premier 5.79 4.09 4.29 4.89
Lender Flt 1yr 2yr 3yr
HSBC Premier LVR > 80% - - - -
HSBC Special - - - -
ICBC 5.80 4.59 4.69 5.09
Kiwibank 5.80 4.95 5.29 5.59
Kiwibank - Capped - - - -
Kiwibank - Offset 5.80 - - -
Kiwibank Special - 4.45 4.79 5.09
Liberty 5.69 - - -
Napier Building Society - - - -
Nelson Building Society 6.10 5.10 5.45 -
Resimac 5.30 4.86 4.94 5.30
Lender Flt 1yr 2yr 3yr
RESIMAC Special 5.00 - 4.75 -
SBS Bank 5.89 4.99 5.29 5.59
SBS Bank Special - 4.59 4.85 5.25
Sovereign 5.90 4.85 5.19 5.49
Sovereign Special - 4.45 4.79 5.09
The Co-operative Bank - Owner Occ 5.75 4.59 ▼4.79 5.09
The Co-operative Bank - Standard 5.75 5.09 ▼5.29 5.59
TSB Bank 5.80 4.80 5.15 5.45
TSB Special - 4.55 4.79 4.99
Wairarapa Building Society 5.70 4.85 4.99 -
Westpac 5.95 4.99 ▼5.19 5.59
Lender Flt 1yr 2yr 3yr
Westpac - Capped rates - 5.26 5.36 -
Westpac - Offset 5.95 - - -
Westpac Special - 4.59 ▼4.79 5.09
Median 5.80 4.85 5.15 5.38

Last updated: 21 August 2017 10:06am

News Quiz

The maximum remuneration model for Australian life insurance advisers is to be set at what?

Upfront 40% + trail 20%

Upfront 50% + trail 10%

Upfront 50% + trail 20%

Upfront 60% + trail 10%

Upfront 60% + trail 20%

MORE QUIZZES »

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