FPI announces financial planner of the year winner

By Staff Writer

This week, Barry O'Mahony (pictured), was awarded the 2013 financial planner of the year by the Financial Planning Institute (FPI) at a cocktail evening at the Sandton Convention Centre.


O'Mahony, a certified financial planner and founder of Veritas Wealth Management, has been in the financial planning industry for two decades.


“Winning this award has been a dream come true and I’m honoured to have been selected considering that it’s one of the highest accolades in our industry. The title will allow me to further attest to the value of attaining a CFP designation as well as empowering the broader public to make better financial planning decisions.”


As the financial planner of the year, O’Mahony will also serve as the FPI and CFP professional designation brand ambassador. 

 
O’Mahony said that despite many people knowing what to do about their finances they need advice to show them how to handle it properly.


“Some of the problems clients need guidance with are dealing with debt, saving for retirement ad getting their wills in order. When it comes to insurance many people are unaware that they are under or over-insured and financial planners are there to help them to get it right,” said O’Mahony.


Godfrey Nti, CEO of the FPI said O’Mahony’s passion and substantial financial planning experience has positioned him as an asset to the financial services industry.


What makes a top financial planner?
Tsholofelo Dihutso, spokesperson for the FPI, said O’Mahony was selected from close to 50 initial entrants who had to go through three stages of elimination before the winner was selected.


“In the final round a panel of independent judges asked the entrants a variety of questions to see how well they understand the legislation and the industry itself. This award has been running for 13 years and what we aim for is not just to profess being a professional financial planning institute, but also a way to inform consumers on who the top people are to engage with when it comes to their finances. The FPI’s vision is that everyone will get access to assistance with their finances,” said Dihutso.

Recent Articles

Featured More than just selling – being an entrepreneur at a market

It only takes a couple of seconds for Sheryl Ozinsky, co-founder of the Oranjezicht City Farm (OZCF) Market, to tell whether an entrepreneur will succeed as a local trader. By looking at their body language, she immediately gets a sense of whether they’re going to engage well with their clients and handle the demands of trading at a market.

Read more

22seven: Worth a try?

We live in an era where there is an app for everything. From monitoring your heart rate and menstrual cycle to tracking your sleeping habits and your monthly budget. While this may seem invasive being made aware of your spending habits and where you may be overstepping your budget, it is the best way to rectify and cultivate better financial health.

Read more

My two cents on the Nedbank MobiMoney account

In November last year Nedbank, launched a mobile account called MobiMoney. This account is similar to one of its existing accounts called Send Imali.  However, it’s not only limited to existing Nedbank clients. 

Read more

The cost of being sick in South Africa

Finding affordable healthcare in South Africa is possible, but it comes with its own challenges. Justmoney contacted 13 doctors in Cape Town to find out how much an appointment costs. We also found out how medical schemes assist with these costs, and we compared South Africa with its BRICS counterparts.

Read more

Sign Up

To our weekly newsletter for advice you can bank on

Deals

Obz Cafe Cocktail Special

Price: R55-R59
When: Tuesdays-Fridays
Where: Cape Town

Telkom January Big Deal

Price: R807 pm
When: Until 31 January
Where: Nationwide

Planet Fitness Special

Price: R199
When: Daily
Where: Nationwide