PlanPlus Global names financial planning award winners

PlanPlus Global names financial planning award winners

Software firm PlanPlus Global has announced the winners of this year’s Global Financial Planning Awards competition, currently in its seventh year.

Paul Greenwood of WealthSpan in Melbourne was the winner of the Europe/Australia region, according to a statement.

Michael Palumbos of Family, Wealth and Legacy in Rochester, New York, was the winner for the Americas region, while Thayn Niemand of Verso Wealth in East London, Eastern Cape, South Africa, took out the award for the Asia region.

“We launched the awards to showcase financial planners doing professional, fiduciary-level planning while transforming their clients’ lives,” said Plan Plus Global chief executive Shawn Brayman.

“We had absolutely no idea the snowball effect that the Global Awards would have on advisers worldwide. The response from countries like Australia, Malaysia and India has been incredible.”

Winners receive a fully paid trip to this year’s Financial Planning Association (US) Annual Conference in Minneapolis, Minnesota, from 16-18 October and will receive their awards during the annual PlanPlus Global International Breakfast on 15 October.

Advertisement
Advertisement
Adrian Flores

Adrian Flores

Adrian Flores is a features editor at Momentum Media, focusing mainly on banking, wealth management and financial services. He has also written for Public Accountant, Accountants Daily and The CEO Magazine.

You can contact him on [email protected].

from the web

Website Notifications

Get notifications in real time and stay up to date with content that matters to you.