This award recognises the financial planner/advice specialist, considering not only the delivery of best practice financial advice, but also the aptitude and acumen to build a successful, client driven advice business.
This award is open to any practising financial adviser and is based on activities over the 2017 calendar year.
NB: Applicant must appear on ASIC’s Financial Advisers Register.
All entrants must be aged 30 years or younger for the duration of the work being completed between 1 January 2017 and 31 December 2017.
Please answer the following questions (400 words max per question):
Optional: Please include any supporting material in your submission so that the judges can consider it. This material can include references, testimonials, statistics, video, media coverage and financial or business metrics and/or statements and third-party independent data reports to support your submission.
We also encourage entrants to submit an optional short video - up to 30 seconds long - answering the question, “What does success mean to you?”
|Metric||1.1.2016 - 31.12-16||1.1.2017 - 31.12-17|
|Total number of investment clients serviced|
|Total funds under advice (FUA) ($)|
|Net Promoter Score (NPS) (optional)|
|Recommended template for those who are looking to obtain an NPS: https://www.surveymonkey.com/mp/net-promoter-score-survey-template/|