Alison 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.
Massey University screened the entries and provided a list of finalists. The finalists were then interviewed with a judging panel. The judges were; Diana Crossan (Retirement Commissioner), Donal Curtin (Managing Director Economics NZ) and Rob Stock (financial journalist for the Sunday Star Times).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 in the financial services industry for 24 years.
- Their professionalism and competency.
- Communication skills.
- Knowledge of current issues.
- Their input into the profession and the community.
- Marketing ability.
- Career achievements.