Alison Renfrew Financial Planner of the Year 2004

fp award speechAlison Renfrew won the NZ Financial Planner of the Year Award in 2004. 
The awards are designed to promote financial planning and highlight excellence and professionalism within the financial services industry.

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 into their businesses.

Financial planners who enter the awards are judged on a number of criteria including:
  • They must be a Certified Financial Planner and and have been practicing for a minimum of five years - Alison holds both a CFP and a Chartered Life Underwriter and has been working in the financial services industry since 1993.
  • Their professionalism and competency.
  • Communication skills.
  • Knowledge of current issues.
  • Their input into the profession and the community.
  • Marketing ability.
  • Career achievements.