Lonsdale Financial Planner Awards 2020
It is with the greatest pleasure to be able to announce that our OBT Financial Planner, Damon Zischke, has been named Future Leader of the Year in the 2020 Lonsdale Financial Planner Awards!
The Lonsdale Awards presentation for 2020 was held online as a virtual event on 22 October 2020. The Lonsdale awards acknowledge individuals and businesses that deliver exceptional advice, invest in professional development and show a commitment to client service through different financial life stages. Judging criteria for the Lonsdale’s awards included detailed assessments of business productivity, compliance audit ratings, professionalism, education and industry participation.
Damon is an astute business leader and a fifth-generation local in the Lockyer Valley. There aren’t too many people in the region that Damon will not have a connection with. He joined OBT in 2013 and has successfully transitioned as a Tax Accountant to being a Certified Financial Planner CFP® over the past few years. He is passionate about improving his clients’ financial positions and specialises in variety of financial planning areas.
“It certainly was an honour to accept the 2020 Lonsdale Future Leader award,” says Damon.
“I am incredibly passionate about the positive influence a good financial planner can have on people’s lives and to be formally recognised for this is quite humbling.”
Helen Blackford CEO of Lonsdale said, “These awards recognise the dedication, quality and professionalism of advisers within Lonsdale’s 130 practices across Australia. We are delighted for Damon and congratulate him on his outstanding achievement.”
IOOF’s Pip Pittaway added, “From all of us at Lonsdale and IOOF, a big congratulations on winning the Lonsdale Future Leader Award. Whilst these awards are always important, I think they are even more meaningful during 2020, so well done for winning this award during an incredibly challenging time.”
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