And the winners of the PAA Excellence Awards are...
AND THE WINNERS ARE…
2017 PAA EXCELLENCE AWARDS ANNOUNCED
The PAA Excellence Awardsawards celebrate the best of pride, passion, professionalism and excellence in the financial advice industry.
On announcing the nominees and winners at the 2017 National Advisers Conference Gala Dinner, Rod Severn, CEO of the PAA, commented that all nominees and winners should feel incredibly proud; that these advisers and industry representatives are held in very high esteem.
“The dynamic and rapidly changing financial advice environment demands considerable passion, drive and purpose. All of our award winners – advisers and industry representatives - demonstrate absolute commitment to excellence and are a credit to our profession,” says Rod Severn.
And without further ado, the 2017 winner are…
2017 PAA Excellence Adviser Award Winners
Insurance Adviser of the Year 2017
OnnyFaleafa, Nido Insurance Limited
Over the past nine years, Onny has built an approach to insurance truly focused on supporting people over selling products. Today, with his company Nido Group, Onny and his team specialise in insurance for families and small businesses. Onny is recognised across the industry for helping clients make smart financial decisions that both protect and empower them to get the most out of life.
Investment Adviser of the Year 2017
David Isaacs, Isaacs Financial Planning
Dave believes his role is to deliver advice that will help people build and protect their wealth, and has been doing this sine 2001. His mantra is to “invest your money like it’s my money” and this is the vision statement of his company.
Mortgage Adviser of the Year 2017
David Windler, The Mortgage Supply Company
David is one of New Zealand’s leading mortgage advisers and is passionate about providing tailor-made solutions for his clients. David prides himself in delivering excellent results no matter the complexity of the situation, from first home buyer to multi-property investor, and believes good advisers are like good coaches: they “empower, educate and lead”.
New Insurance Adviser of the Year 2017
Anand Srinivasan, Brisk Insurance Limited
Anand has developed a unique approach to insurance planning for clients to help them better understand they insurance choices. Anand, also known as the ‘review and repair specialist’ due to his robust processes, specializes in negotiating hard-working life insurance solutions for families, professionals and businesses. He leaves no stone unturned to get his clients the best cover. Anand is a credit to the industry.
New Mortgage Adviser of the Year 2017
Cameron Marcroft, Marcroft Mortgages Limited T/A Loan Market
Cameron prides himself on helping his clients in making sure they receive outstanding advice and service. He is a strong advocate of his peers as well as the mortgage industry as a whole.
Excellence Award – Judges award
Tracey Jones, Thomson Jones Mortgages & Insurance
Tracey enjoys being able to simply the task of implementing risk insurance for her clients. At claim time, Tracey says her clients know to call her first and she will be right there beside them when they need it most.
Product Provider Representative Awards
The importance of great relationships, superb communication, innovation and a commitment to working collaboratively can’t be understated, and the winners of the 2017 Product Provider Representative Awards are celebrated for these reasons and more. The PAA extends abig-congratulations to all of our winners; thoroughly deserved.
Insurance Product Provider Representative of the Year 2017
Andries Van Graan, Partners Life
Investment Product Provider Representative of the Year 2017
Ryan Edwards, Generate KiwiSaver
Lender Product Provider Representative of the Year 2017
Tania Ropati, Westpac Bank NZ
Non Bank Lender Product Provider Representative of the Year 2017
Joint winners: Julia Winterbottom, Avanti Finance and Nick Russell, Sovereign Home Loans