Kearsten James, the Head of Advice at Tupicoffs Pty Ltd in Brisbane, has been recognized as the Paraplanner of the Year by Money Management. Described as a paraplanning specialist and a role model for professional paraplanners, James stood out for her leadership in the paraplanning team at Tupicoffs and her involvement in the investment committee. Despite initially qualifying as a financial planner, James transitioned back to paraplanning due to her profound passion for the field, a decision that resonated with the judging panel.

Her dedication, commitment, and eagerness to impact people’s lives through financial advice were key factors in securing her the prestigious award. James, a certified financial planner, emphasized the importance of continuous learning and prioritizing clients’ best interests. She advised aspiring paraplanners to seek employers who prioritize ongoing education and underscored the ethical obligation of putting clients first in their work.

Among the finalists for the award were Ben Nguyen and Tim Dawe from Innate Financial Services Group in Victoria. Nguyen’s active involvement in the CFP’s education advisory committee and his community service through pro-bono financial advice were highlighted by the judges. He not only led the paraplanners team at Innate but also started engaging directly with clients, showcasing a holistic approach to financial planning.

Dawe, on the other hand, was recognized for his efforts in developing educational seminars tailored for “Gen Y” and his expertise in insurance. The judges commended his focus on quality paraplanning and continuous education in the field. Both finalists exemplified a commitment to professional growth and client-centric financial services.

The recognition of Kearsten James as the Paraplanner of the Year underscores the vital role of paraplanners in the financial services industry. Their expertise and dedication contribute significantly to ensuring the delivery of tailored and ethical financial advice to clients. As the industry continues to evolve, the emphasis on high standards of professionalism and client care, as demonstrated by James and the other finalists, remains paramount in shaping the future of financial planning.