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Financial Advice NZ Awards winners

The top winner at the awards ceremony at the Financial Advice New Zealand annual conference was Angela Downie of Platinum Mortgages NZ.

Wednesday, September 7th 2022, 11:18AM

by Eric Frykberg

She was announced as the Outstanding Adviser of the Year at the 2022 Financial Advice New Zealand annual conference.  The awards celebrate the success and recognise the excellence shown by advisers from across the wider financial advice sector.

The judges said Angela Downie won for her commitment to exceptionally high standards, her empathetic approach, and her integrity.

Stephen O’Connor, of Mitre Wealth Management, was honoured with the Service to the Profession Award, which recognises an individual who has made an outstanding contribution and has gone above and beyond to champion the profession.

He topped his career by being appointed to the profession’s top position – chairman of the international Financial Planning Standards Board (FPSB), the first New Zealander to have held the position.

The Rising Star Award – Insurance - went to Scott Crocker, of Abacus Group.   The judges praised his passion for people and protecting property.

The Rising Star Award – Lending - went to William Tieu, of Simply Finance.  The judges lauded his focus on quality applications that achieve quality results. 

The Rising Star award – Financial Planning - went to Jessica Jamieson, of Impower, for her mix of tailored advice to her clients and understanding of their unique set of criteria and their specific circumstances. 

The winner of the Outstanding Support Person Award 2022 was Brian Coker, of Total Wealth.

The winner of the Tate Scholarship was also announced as Matthew Wenborn.

The Chief Executive of Financial Advice New Zealand, Katrina Shanks, congratulated the award winners after what she called a tough period for the advice sector in the wake of Covid.

“There has been a lot of pressure on our financial advisers to perform in a difficult environment. However the financial advice sector is resilient, and this is what our awards recognise,”  Shanks said.

“The winning advisers have shone through despite the prevailing conditions. It is also not just the winners, but the quality of entrants for the awards that shows how strong the sector is.”

Tags: Financial Advice New Zealand

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Lender Flt 1yr 2yr 3yr
AIA - Back My Build 6.19 - - -
AIA - Go Home Loans 8.74 7.14 6.75 6.39
ANZ 8.64 7.74 7.39 7.25
ANZ Blueprint to Build 7.39 - - -
ANZ Good Energy - - - 1.00
ANZ Special - 7.14 6.79 6.65
ASB Bank 8.64 7.14 6.75 6.39
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 - 7.14 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 7.74 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 - 6.79 - -
Co-operative Bank - Owner Occ 8.40 6.99 6.79 6.65
Lender Flt 1yr 2yr 3yr
Co-operative Bank - Standard 8.40 7.49 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 6.89 6.55 6.35
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 6.69 6.59
Lender Flt 1yr 2yr 3yr
Kainga Ora 8.64 7.74 7.35 6.99
Kainga Ora - First Home Buyer Special - - - -
Kiwibank 8.50 7.99 7.79 7.55
Kiwibank - Offset 8.50 - - -
Kiwibank Special - 6.99 6.79 6.65
Liberty 8.59 8.69 8.79 8.94
Nelson Building Society 9.00 7.65 7.25 -
Pepper Money Advantage 10.49 - - -
Pepper Money Easy 8.69 - - -
Pepper Money Essential 8.29 - - -
SBS Bank 8.74 7.74 7.09 6.95
Lender Flt 1yr 2yr 3yr
SBS Bank Special - 7.14 6.49 6.35
SBS Construction lending for FHB - - - -
SBS FirstHome Combo 6.19 6.14 - -
SBS FirstHome Combo - - - -
SBS Unwind reverse equity 9.95 - - -
Select Home Loans 9.24 - - -
TSB Bank 9.44 7.79 7.55 7.45
TSB Special 8.64 6.99 6.75 6.65
Unity 8.64 6.99 6.79 -
Unity First Home Buyer special - 6.55 6.45 -
Wairarapa Building Society 8.60 6.95 6.85 -
Lender Flt 1yr 2yr 3yr
Westpac 8.64 ▼7.49 7.35 6.99
Westpac Choices Everyday 8.74 - - -
Westpac Offset 8.64 - - -
Westpac Special - ▼6.89 6.75 6.39
Median 8.64 7.14 6.82 6.65

Last updated: 11 July 2024 1:26pm

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