Business Development Manager of the Year ⊿

  • Nominations are being collected by Money Management
  • BDM of the Year award recognises outstanding business development managers working in various sectors of the financial services industry. Nominees are judged on technical expertise, product knowledge and business acumen, in addition to the value they add to the brand they represent.
  • Finalists for this category are split into states with state winners and an overall winner.
  • The process of selecting the BDM of the Year is conducted in two stages:

Part One - Submissions: You can nominate yourself or a colleague or a friend. Please provide your personal and contact details via the Nominate button.

Closing date for Part One:

Part Two - Public voting: Financial planners will vote for their favourite BDM using the voting form. The overall winner will be judged by a panel of industry experts.

Closing Date for Part Two: The BDM of the Year and state winners will be presented with their awards at Fund Manager of the Year Awards dinner on Thursday 16 May.

Financial Planner of the Year ⊿

  • Nominations are being collected by Money Management
  • The Financial Planner of the Year award celebrates the best in the financial planning profession. The entry and judging process will be conducted in two stages. The judges will be looking for a comprehensive overview of the nominee's personal attributes and career achievements.

With your submission please provide:

  • A cover letter outlining why the nominee should be considered for the award (400 words max.)
  • Information covering the individuals career achievements (300 words), inout to the financial planning profession (300 words), contributions to the community (300 words) and a CV (1 page max.)
  • Three separate client endorsements, references or testimonials detailing how the adviser has met the needs of the client (max. 300 words each)

Paraplanner of the Year ⊿

  • Nominations are being collected by Money Management
  • The paraplanner of the year award celebrates excellence behind the scenes of the financial planning profession – the paraplanner. Nominations call for a comprehensive overview of personal attributes and career achievements

With your submission please provide:

  • A cover letter outlining why the nominee should be considered for the award (400 words max.)
  • Information covering the individuals career achievements (300 words), inout to the paraplanning profession (300 words), contributions to the community (300 words) and a CV (1 page max.)
  • Three financial planner or managerial endorsements detailing how the paraplanner has met the needs of their practice (max. 300 words each)

Young Achiever of the Year ⊿

  • Nominations are being collected by Money Management
  • Open to anyone working within the financial services industry that will be below the age of 35 at midnight on 16th May 2019. The judges will be looking to find the most talented individual working within the financial services industry.

With your submission please provide:

  • A cover letter outlining why the nominee should be considered for the award (400 words max.)
  • Two references from colleagues or clients (max. 300 words each)
  • An outline of the individials career history and achievements to date (400 words max.)

Lifetime Achievement Award ⊿

This category is judged by Money Management. Submissions are not required for this category.

Australian Large Cap Equities ⊿

Finalists for this category have been rated by Lonsec. Finalists will be announced soon.

Australian Small Cap Equities ⊿

Finalists for this category have been rated by Lonsec. Finalists will be announced soon.

Global Equities ⊿

Finalists for this category have been rated by Lonsec. Finalists will be announced soon.

Global Emerging Market Equities ⊿

Finalists for this category have been rated by Lonsec. Finalists will be announced soon.

Long/Short Equities ⊿

Finalists for this category have been rated by Lonsec. Finalists will be announced soon.

Responsible Investments ⊿

Finalists for this category have been rated by Lonsec. Finalists will be announced soon.

Australian Property Securities ⊿

Finalists for this category have been rated by Lonsec. Finalists will be announced soon.

Global Property Securities ⊿

Finalists for this category have been rated by Lonsec. Finalists will be announced soon.

Infrastructure Securities ⊿

Finalists for this category have been rated by Lonsec. Finalists will be announced soon.

Direct Property ⊿

Finalists for this category have been rated by Lonsec. Finalists will be announced soon.

Australian Fixed Income ⊿

Finalists for this category have been rated by Lonsec. Finalists will be announced soon.

Global Fixed Income ⊿

Finalists for this category have been rated by Lonsec. Finalists will be announced soon.

Alternative Strategies ⊿

Finalists for this category have been rated by Lonsec. Finalists will be announced soon.

Multi-Asset ⊿

Finalists for this category have been rated by Lonsec. Finalists will be announced soon.

ETF Provider ⊿

Finalists for this category have been rated by Lonsec. Finalists will be announced soon.

SMA Provider ⊿

Finalists for this category have been rated by Lonsec. Finalists will be announced soon.

Retirement and Income Focused ⊿

Finalists for this category have been rated by Lonsec. Finalists will be announced soon.

Emerging Manager ⊿

Finalists for this category have been rated by Lonsec. Finalists will be announced soon.

2019 Fund Manager of the Year ⊿

The winner of this category is judged by Lonsec. The 2019 Fund Manager of the Year will be announced at the awards dinner on the 16th of May 2019.