{"id":34149,"date":"2016-08-15T14:42:45","date_gmt":"2016-08-15T04:42:45","guid":{"rendered":"https:\/\/riskinfo.com.au\/news\/?p=34149"},"modified":"2016-08-17T08:26:10","modified_gmt":"2016-08-16T22:26:10","slug":"aussie-adviser-wins-global-accolade","status":"publish","type":"post","link":"https:\/\/riskinfo.com.au\/news\/2016\/08\/15\/aussie-adviser-wins-global-accolade\/","title":{"rendered":"Aussie Adviser Wins Global Accolade"},"content":{"rendered":"<p>Sydney adviser and 2015 AFA Adviser of the Year, <strong>David Reed<\/strong>, has been selected as the winner in a prestigious international awards competition for financial planners.<\/p>\n<p><!--more--><\/p>\n<figure id=\"attachment_34152\" aria-describedby=\"caption-attachment-34152\" style=\"width: 150px\" class=\"wp-caption alignright\"><a href=\"https:\/\/riskinfo.com.au\/news\/files\/2016\/08\/David-Reed.jpg\" rel=\"attachment wp-att-34152\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-34152\" src=\"https:\/\/riskinfo.com.au\/news\/files\/2016\/08\/David-Reed.jpg\" alt=\"David Reed - Europe\/Australia winner of the 2016 Global Financial Planning Award\" width=\"150\" height=\"180\" \/><\/a><figcaption id=\"caption-attachment-34152\" class=\"wp-caption-text\">David Reed &#8211; Europe\/Australia winner of the 2016 Global Financial Planning Award<\/figcaption><\/figure>\n<p>Reed, Principal of <a href=\"http:\/\/www.smartretirement.com.au\/\" target=\"_blank\">The Retirement Advice Centre<\/a>, was announced last week as the overall winner of the <a href=\"http:\/\/www.planplus.com\/gfpa\" target=\"_blank\">PlanPlus 2016 Global Financial Planning Award<\/a> for the Europe\/Australia region. His recognition is one of three Awards for financial planning excellence bestowed across the three global regions of the Americas, Asia and Europe\/Australia.<\/p>\n<p>Advisers entering this competition are required to submit details of a comprehensive advice plan that has already been presented to a client. Only one entry per adviser is allowed, which must cover areas including:<\/p>\n<ul>\n<li>Client goals and objectives<\/li>\n<li>Challenges that may need to be overcome<\/li>\n<li>Defining and quantifying problems<\/li>\n<li>Recommendations<\/li>\n<li>Action plan(s)<\/li>\n<li>Results the client should experience<\/li>\n<li>Client benefits<\/li>\n<\/ul>\n<p>Commenting on his win, Reed noted, \u201c&#8230;The journey provided the opportunity to take a breath, stand back and re-examine the value that we deliver to our clients, using a real life situation. To have our advice recognised as a world-class retirement planning service shows that our long-held vision [is] being realised and I\u2019m thankful to the PlanPlus Global Awards for offering us this opportunity\u201d.<\/p>\n<p>He added, \u201cTo have our value proposition and the advice we dispense benchmarked as being world-class is ultimately a great testament to the power of listening to clients and then sculpting a service offering based on what they tell us!&#8221;<\/p>\n<p>The major prize attaching to this Award is an all-expenses paid trip to the global Financial Planning Association\u2019s (FPA) annual conference in Baltimore, USA in September.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Sydney adviser and 2015 AFA Adviser of the Year, David Reed, has been selected as the winner in a prestigious international awards competition for financial planners.<\/p>\n","protected":false},"author":3,"featured_media":33488,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[282,3],"tags":[4247],"class_list":["post-34149","post","type-post","status-publish","format-standard","has-post-thumbnail","category-associations","category-general","tag-feature"],"_links":{"self":[{"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/posts\/34149","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/comments?post=34149"}],"version-history":[{"count":0,"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/posts\/34149\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/media\/33488"}],"wp:attachment":[{"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/media?parent=34149"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/categories?post=34149"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/tags?post=34149"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}