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Financial Planner of the Year announced

Aug 22, 2013 | Financial Planning, General | 0 comments

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Cover Magazine July 2013 – Financial Planning Institute

CERTIFIED FINANCIAL PLANNER® professional, Barry O’Mahony, founder of Veritas Wealth Management, is the 2013 Financial Planner of the Year. O’Mahony received this accolade at the cocktail evening at the Sandton Convention Centre.

O’Mahony comments, “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 allows me further to attest to the value of attaining a CFP® designation and to empower 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.

Godfrey Nti, CEO of the FPI, added, “Barry’s passion and substantial financial planning experience have positioned him as an asset to the financial services industry. On behalf of the Institute, I congratulate him on receiving this award. Furthermore, we extend a warm appreciation to the judges for ensuring that the award judging process progressed smoothly under the provision of their expertise.”

O’Mahony holds a Bachelor’s Degree in Economics, a National Diploma in Business Administration, Social Studies and in Financial Planning. He came to South Africa from Ireland in 1993 and joined Appleton Asset management as a portfolio manager, where he was later appointed Head of Client Services for five years. He joined Brait Unit Trusts as the Director and moved to ipac South Africa as the Head of Practice Development. O’Mahony founded his independent practice, Veritas Wealth Management, in 2004.

Click on the link for the full article: Cover Magazine July 2013(1)



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