Lonsdale Financial Group (Lonsdale) announces its financial planner and practice awards for 2016. The highest individual honor, ‘Financial Planner of the Year’ went to Peter Fry of Victorian-based, Fry Financial Services. While the ‘Practice of the Year Award’ was clinched by financial planning business, Adviser fp from Parramatta in NSW.
The Lonsdale awards acknowledges individuals and practices that deliver exceptional advice, invest in professional development, and show a commitment to clients through different financial life stages.
Judging criteria for Lonsdale’s awards includes detailed assessments of business productivity, compliance audit ratings, professionalism, education and industry participation.
Mark Stephen, CEO of Lonsdale said, “These awards recognise the dedication, quality and professionalism of planners within Lonsdale’s 120 practices across Australia. We are delighted for this year’s award winners and congratulate them on their outstanding achievements.”
Announced in October at the Lonsdale and IOOF Alliances Annual Conference in Phuket, the 2016 Lonsdale award winners are:
| Award | Winner |
| Financial Planner of the Year Award
|
Peter Fry Fry Financial Services (Ringwood, VIC) |
| Practice of the Year Award
|
Adviser fp (Parramatta, NSW) |
| Dealer Associate of the Year Award
|
Morse Group (Bathurst, Blayney & Oberon, NSW) |
| Future Leaders Award
|
Chris Rehbein Capital Focused (Brisbane, QLD) |
