AMP has announced the winner of the finals of its University Challenge for students studying financial planning majors, now in its ninth year.
Crystal Palliser from Griffith University won the $5,000 first prize. Ms Palliser is in her second year of a Bachelor of Commerce majoring in finance and financial planning.
A team of students from TAFE NSW came in second in the finals, with a team from Deakin University placing third.
The finalists were tested on their technical knowledge as well as their ability to engage with clients and explain a financial strategy in a mock advice interview. They were also required to prepare and deliver a speech on the impact of technology on the future of financial advice.
The finals were also a chance for the students to mix with senior advice professionals and financial planning academics and get advice on their studies and career opportunities.
The AMP University Challenge is integrated into the curriculum and assessment for students studying financial planning majors at Deakin University, Griffith University, TAFE NSW, University of Wollongong, Charles Sturt University and Western Sydney University.
AMP head of advice education, capability and careers, Rod Edge, said Ms Palliser impressed the judges with her energy and confidence.
“Crystal performed well in all the challenges you need to master to be a top financial adviser,” Mr Edge said.
“But it was her self-confidence and interpersonal skills that really impressed the judges and lifted her above the competition.”
The SMSF Association is the latest body to push for the inclusion of managed investment schemes in the CSLR; however, ...
While the rules around the tax deductibility of advice fees were technically updated in December 2023, the profession ...
Financial adviser at Complete Wealth, Dr Ben Neilson, explains how advisers have improved their perceived value over the ...
Never miss the stories that impact the industry.
Get the latest news! Subscribe to the ifa bulletin