Financial Planner of the Year Award

 NZ Financial Planner of the Year Award 2004

Alison Renfrew CLU, CFP WINS the NZ Financial Planner of the Year Award 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 this year were; Diana Crossan (Retirement Commissioner), Donal Curtin (Managing Director Economics NZ) and Rob Stock (financial journalist, money columnist 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 to their businesses.

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

     - They must be a Certified Financial Planner (CFP) and have been practicing for a minimum of five years - Alison holds both a CFP and a Chartered Life Underwriter (CLU) and has been in the financial services industry for 21 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 also a finalist for the NZ Financial Planner of the Year Awards in 2002 and 2003.

    Well done.   Congratulations Alison!

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Disclosure Statement available on request and free of charge, phone 04 471 0662, or email alison@lyfords.co.nz

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