Winners of CISI Financial Planning Gala Awards 2017 revealed

by Lora Benson | Sep 27, 2017
The Chartered Institute for Securities & Investment (CISI) is delighted to announced and congratulate the winners of our Financial Planning Gala Awards 2017:

Tony Sellon ‘Good Egg’ Memorial Award
WINNER: Keri Carter CFP™ Chartered MCSI, Broadway Financial Planning

CFP™ Professional of the Year
WINNER: Warren Shute CFP™ Chartered FCSI, Lexington Wealth Management
Highly Commended: Francis Klonowski CFP™ Chartered FCSI, Klonowski & Co

Paraplanner of the Year
WINNER: Kirsty Stone ACSI, Dart Capital
Highly Commended: Rebecca Tuck APP ACSI, Magenta Financial Planning

Accredited Financial Planning Firm™ of the Year
WINNER: Magenta Financial Planning
Highly Commended: Broadway Financial Planning

David Norton Building Excellence Award
WINNER: Ashlea Financial Planning
Highly Commended: OHFS

Jacqueline Lockie CFP™ Chartered FCSI, CISI Deputy Head of Financial Planning said: “We are delighted to congratulate all of our winners who have clearly shown that they are at the top of their game in the increasingly global world of financial planning.

“Their professionalism shines through as a commitment to both their CERTIFIED FINANCIAL PLANNER™ designations and in putting their clients first.

“Our thanks go to all those who took the time to enter this year, but who didn’t win.”