Adviser fp wins Lonsdale Planner of the Year
Troy McPhee of Adviser fp has been named Lonsdale Financial Planner of the Year at the recent Lonsdale and IOOF Alliances annual conference, beating three other finalists for this prestigious national title.
The award is the highest individual honour given to a planner within the Lonsdale network and is awarded to the planner who best demonstrates excellence in advice, community involvement within the Lonsdale network and the greater industry, a personal commitment and investment in their own professional development, strong communication and client engagement skills and who consistently demonstrates a genuine desire to make a difference to their clients financial wellbeing.
When accepting the award Troy said, “whilst it may sound cliché, this award is largely due to the fantastic team that supports our business. Ongoing development through education, taking a team approach and putting the clients interests ahead of all others is at the core of how our practice operates. Whilst I have the privilege of working with some wonderful clients to help them achieve their personal financial and lifestyle goals, it is the strong back-office support that we receive from the team that provides a positive end-to-end service for our clients.”
A Lonsdale and IOOF panel of industry professional’s – including technical, compliance, business management and leadership team, judged the award. Mark Stephen, Chief Executive Officer, Lonsdale confirmed there was some fierce competition from the entire network of planners.
Mr Stephen said: “With more than 120 practices in our dealer group Australia wide, sitting on the panel reviewing this category was quite a task as there were many planners who were deserving of this award. Troy and the team at Adviser fp are valued members of the Lonsdale network and we are delighted that Troy took out this year’s honour.”
The award was presented in October at the gala dinner during the Lonsdale and IOOF Alliances national conference in Cairns.