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Thought Provoking Quote

Certified Financial Planner of the Year 2004

Alison Renfrew ,   from LYFORDS, Wellington won the NZ Financial Planner of the Year Award in 2004.  The awards are designed to promote financial planning and highlight excellence and professionalism within the financial services industry.

Massey University screened the entries and provided a list of finalists. The finalists were then interviewed with a judging panel. The judges were; Diana Crossan (Retirement Commissioner), Donal Curtin (Managing Director Economics NZ) and Rob Stock (financial journalist for the Sunday Star Times).

The judges noted the high quality of the financial plans presented by the finalists.  They also said it was good to see that best practice procedures were being introduced into their businesses.
 

Financial planners who enter the awards are judged on a number of criteria including:

• They must be a Certified Financial Planner and have been practicing for a minimum of five years - Alison holds both a CFP and a Chartered Life Underwriter and has been in the financial services industry for 24 years.

• Their professionalism and competency.

• Communication skills.

• Knowledge of current issues.

• Their input to the profession and the community.

• Marketing ability.

• Career achievements.
  
  Entrants have to provide a comprehensive financial plan they have written and show how it has met their client's goals.  The client provides a testimonial.  So its quite an achievement to be selected for the finals.

Alison was a finalist for the NZ Certified Financial Planner of the Year Awards in 2002 and 2003.

            Well done, Alison

"The finest compliment that we can receive
 is a referral from our clients to their family and friends"

Global mark of excellence in financial planning.  Certified Financial Planner are registered certification marks of the Certified Financial Board of Standards Inc (CFP Board) and are issued by the Institute of Financial Advisers under license.  The CFP Board is an independent professional self regulatory body acting to benefit and protect the public in its dealings with persons engaged in providing financial advice by establishing educational, ethical and disciplinary standards, developing and administering examinations within the field of financial planning and authorising individuals who meet its criteria to use the CFP Board's Marks. Why choose a certified financial planner?

  Chartered Life Underwriter ( CLU ) is the highest insurance and personal risk management qualification available to insurance professionals in New Zealand.  It is specifically suited to those who specialise in the areas of personal and business insurance.  The CLU qualification demonstrates that the holder has a high standard of competence in their chosen profession and it can be expected that the holder will maintain the highest standard of professionalism and ethics when giving advice. 

Refer also to financialalert Advisory Practice of the Year Award