IOOF Alliances Awards 2013/14

IOOF Alliances practice of the year / Qualification
  1. A representative from your practice will be attending the conference to accept the award.
Criteria
  • Total revenue & profit growth from previous year as submitted by the practice
  • 4 star (or equivalent) or more compliance rating across all Authorised Representatives (AR's)
  • Commitment to professional development of all AR’s
  • Industry body support and recognition – ie FPA, SPAA, AFA etc
  • Support of the greater advice community through sharing new ideas and mentoring.
Selection by Head of IOOF Alliances and Business DevelopmentManagers.
IOOF Alliances Financial Planner of the year / Qualification
  1. You have been invited to the Lonsdale/IOOF Alliances Annual Conference
  2. You must be personally attending the conference to accept the award
Criteria
The IOOF Alliances Financial Planner of the year is awarded to an individual Financial Planner who can demonstrate excellence in advice, community involvement via contribution to both the Lonsdale network and the greater industry, a personal commitment and investment to their own professional development, strong communication and client engagement skills and exhibit a strong desire to genuinely make a difference to their clients financial wellbeing.
Nominations will be received from our network via an application process. The application form is available to download from the Lonsdale website and can also be obtained from your RBM. A panel will assess all applications and award on merit.
Selection by a committee of industry professional’s – including technical, compliance, business management and leadership team.
Excellence in Risk Award / Qualification
  1. A representative from your practice will be attending the conference to accept the award.
Criteria
  • Total revenue from previous year as submitted by the practice
  • Number of clients and families now financially protected as a result of your advice
  • Professionalism - Industry body support and recognition – ie FPA, AFA
  • Effective claim management process, submission of an example claim may be required
  • Proven feedback from clients
  • Advocate of the importance of wealth protection and an advocate and/or mentor within the industry.
Selected by Peter Stathis, Sales Manager, Risk IOOF

Service Recognition Awards

5, 10, 15, 20 & 25 year recognition pen / Based on the continuous Association with IOOF Alliances. IOOF Alliance Association will be taken from the date of registration for product/ platform usage.