A Sydney-based financial planner has taken out a prize at the first Mortgage Choice achievement awards to include a financial planning category.
Fairien Azeem from Mortgage Choice Liverpool won the Mortgage choice Financial Planning Rising Star award which recognised her excellence in a range of business behaviours.
The 2013 awards held in Alice Springs included financial planning for the first time after Mortgage Choice attained its AFSL in July last year.
“Each year we look forward to our national Conference, where we have the opportunity to recognise the achievements of our top-performing established franchisees and celebrate the accomplishments of our newcomers,” Mortgage Choice chief executive Michael Russell said.
“I’m pleased to announce that this year’s event marked the inaugural inclusion of Mortgage Choice financial Planning to our reward and recognition program, allowing us to acknowledge the success stories of our newly-inducted financial advisers.”
Ms Azeem was one of three finalists contending for the award but “excelled in all aspects” and was “hence chosen as the overall winner.”
Mortgage Choice soft-launched its financial planning business, Mortgage Choice Financial Planning, in October last year, with the trial-period finishing last month.
General manager for Mortgage Choice Financial Planning, Tania Milnes, previously told ifa the pilot passed its target and finished up with 11 franchises.
The company is hoping to have 60 planning franchisees on deck by the end of the 2014/2015 financial year.
Stimulate new ideas. Stimulate new thinking. Top up your CPD points and hear from industry experts with ifa’s Knowledge Centre. Keep up to date with the latest trends and reforms, all while adding to your CPD hours. Explore the Knowledge Centre now.
intelliflo has announced the appointment of its first chief product officer. ...
Lifespan Financial Planning has announced the appointment of an industry veteran. ...
The Federal Court has moved to wind up an unregistered managed investment scheme whose operator blames the corporate regulator for blowing up his inve...