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 |