These top eight entrants have successfully advanced to the second round of this year’s FPI Financial Planner of the Year Award.
Craig Torr, CFP® – Crue Invest (Pty) Ltd in Pinelands
Dirk Groeneveld, CFP® – Client Care in Port Elizabeth
Francois Le Roux, CFP® – Private Wealth Management in Pretoria
Janet Hugo, CFP® – Sterling Private Clients in Johannesburg
Melony Jacoby, CFP® – Mvest Finance in Durban
Mark MacSymon, CFP® – Private Client Holdings in Cape Town
Lisa Hudson-Peacock, CFP® – Southwood Financial Planning in Tokai
Thayn Niemand, CFP® – Verso Wealth (Pty) Ltd in East London
The award honours the top CFP® professional in the industry and recognises outstanding professional financial planners from across South Africa. It is a members’ opportunity to demonstrate innovation, professionalism and commitment to their clients and to the industry.
From the second round’s scoring, the top three finalists will be chosen to go to round three, where they will be required to present to a panel on a selected topic and questioned on a variety of industry trends, topics, technical information and legislative changes. Round three of the competition will be held in August at the FPI offices in Johannesburg.
The winner of the FPI Financial Planner of the Year is awarded prizes to the value of R 40 000, plus an estimated publicity value (advertising value equivalent) of nearly R10 000 000.
The FPI Financial Planner of the Year trophy and a certificate.
Appointed as the FPI and CFP® professional brand ambassador and receives the necessary media and other training to perform the role of FPI’s media spokesperson.
Profiled in the FPI magazine post-convention issue, FPI website and other industry media, as well as receiving benefit from ongoing significant exposure in the media during the year.
A return economy air ticket and attendance costs to attend an international financial planning conference of the winner’s choice (excluding accommodation and Visa costs).
Free attendance at one FPI Professionals Convention (excluding travel and accommodation costs).
A complimentary ticket (+1) to the FPI Awards Ceremony Gala Dinner taking place on the evening of 19 October 2017 in Cape Town.