PlanPlus Global, the world-leading combined financial planning, risk tolerance profiling and suitability firm, today announces and congratulates the winners of the Global Financial Planning Awards 2018 competition.
The awards were launched six years ago to increase understanding of the important role played by financial planners around the world.
Recognizing the global reach of PlanPlus, the awards invites entries from financial planners in the three regions in which the firm operates – the Americas, Asia and Europe/Australia. Winners receive a paid-for place at the 2018 FPA Annual Conference – this year being held in Chicago on October 2 – where they will be presented with their awards.
Jason Pereira of Toronto, Canada placed first for the Americas region, with Lovaii Navlakhi of India winning for Asia, and Crystal Bobir of Australia coming out on top for Europe/Australia.
“This year’s competition was exciting,” said Awards Chair, John Page. “The scores for the top three winners in each region were within one point of each other, making it an extremely close contest. A first-time competitor took top honors for the Europe/Australia region, with returning competitors winning the Americas and Asia regions. The overall quality and depth of the plans for the finalists in all three regions was extraordinary,” said Page.
“We launched the Awards to showcase financial planners doing professional, fiduciary-level planning while transforming their clients’ lives,” said Shawn Brayman, CEO of PlanPlus Global. “We had absolutely no idea the snowball effect that the Global Awards would have on advisors worldwide. The response from countries like Australia, Malaysia, and India has been incredible.” said Brayman
“This competition provides financial planners with an unparalleled opportunity to test their skills and service offerings against some of the best in the field from around the world,” said Jason Pereira. “The experience is one that has not only brought validation and opportunity but has also provided me with valuable feedback that has made me a better planner.”
Global Financial Planning Award Winners:
- Jason Pereira, IPC/Woodgate Financial, Canada
- Paul Tyers, Wealth Stewards Inc., Canada (FIRST RUNNER UP)
- Jeffrey E. Riley, Partners in Wealth, USA (SECOND RUNNER UP)
- Lovaii Navlakhi, International Money Matters, India
- Vivek Rege, VR Wealth Advisors Pvt Ltd, India (FIRST RUNNER UP)
- Vishal Dhawan, Plan Ahead Wealth Advisors Pvt Ltd, India (SECOND RUNNER UP)
- Crystal Bobir, Tupicoffs Pty Ltd, Brisbane
- Paul Greenwood, WealthSpan, Melbourne (FIRST RUNNER UP)
- Mark O’Flynn, Tupicoffs Pty Ltd, Brisbane (SECOND RUNNER UP)
For more information on the Financial Planning Awards visit www.gfpa.planplus.com.
PlanPlus Global Press Office
Mark Locke, communication director, the lang cat
T: +44(0) 131 202 5994
M: +44(0) 7718 424 711
Notes to editors:
PlanPlus Global is the evolution of a decade-long collaboration between two award-winning firms, FinaMetrica and PlanPlus Inc. In 2017 the firms formally combined their 40 years of experience to empower suitability with award-winning technology. The integration of FinaMetrica’s risk tolerance profiling tools with PlanPlus’ enhanced financial planning software enables financial advisors to deliver the highest standard of advice to clients through the world’s most rigorous, academically validated and market-proven suitability technology.
PlanPlus Global’s industry-leading profiling software (www.riskprofiling.com) has produced accurate psychometric risk tolerance profiles for more than 1.4 million clients. The multi-lingual, currency and jurisdiction financial planning software (www.planplus.com) has enabled advisors in 30+ countries to deliver thousands of financial plans that manage client complexity from modular to high net worth. Coming soon – SuitabilityPro™. www.planplusglobal.com