Lonsdale Financial Group (Lonsdale) has announced their financial planner and practice awards for 2014/15.

The Lonsdale awards recognise both individuals and practices that deliver exceptional advice, invest in their own professional development through ongoing training and demonstrate a commitment to coaching and mentoring clients throughout their financial journey.

Judging for awards encompasses productivity growth, compliance audit ratings, professionalism, educational standards and industry participation, as well as support for the greater community of Lonsdale financial planners through idea sharing and peer mentoring.

The Financial Planner of the Year award is the highest individual honor for a Lonsdale financial planner. Planners are nominated by a committee of peers, as well as staff from the compliance, technical and leadership teams within IOOF.

Mark Stephen, CEO of Lonsdale said “These awards recognise the hard work of our planners throughout the year and are particularly significant in the year of our 30th anniversary. We are delighted for this year’s award winners and congratulate them on their achievements.”

Announced in October at the Lonsdale and IOOF Alliances Annual conference, the 2014/15 Lonsdale award winners are:

Award Recipient
New Practice of the Year Bentley Zeus
Location: Orange, NSW
Accepted by: Ivan McMaster
Practice of the Year WCA Financial Planning
Location: Lismore and Ballina, NSW
Accepted by: Tony Bazzana
Excellence in Risk Acceptance Financial Planning
Location: Balwyn, VIC
Accepted by: Tonina Ciarrocchi
Dealer Associate of the Year Sinclair Wilson Investment Services
Location: Warrnambool, VIC
Accepted by: Les Batchelor
Financial Planner of the Year Troy McPhee, Adviser FP
Location: Parramatta, NSW

 

Source: Lonsdale

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