Award winners recognised at FPA Congress
Financial planners including the new recipient of Gwen Fletcher Memorial Award are being recognised this week in Perth in an awards ceremony conducted as part of the 2016 Financial Planning Association (FPA) Congress.
Melbourne-based Bridges Financial Services planner, Cameron Obliubek, was announced as the 2016 recipient of the Gwen Fletcher Memorial Award, which recognised a high performing student in the final unit of the CFP Certification Program.
FPA chief executive, Dante De Gori, said: "The CPA Certification Assessment unit is rigorous, so to receive [this] is a major achievement."
Retirement specialist and former Infocus Wealth Management practice manager, Tony Sandercock, has taken out the FPA Certified Financial Planner Professional of the Year Award, which De Gori, said was reflective of his strong testimonials which displayed a passion for motivating clients.
Sandercock is the owner of Sunshine Coast-based advisory, wetalktmoney, where he had worked as a planner, money and wealth coach and mentor since 1989.
Meridian Wealth Management adviser, Cody Harmon was named the FPA Financial Planner of the Year, while the inaugural Paraplanner of the Year title was awarded to Tupicoffs head of advice, Cynthia Sercombe. Griffith University student, Bradley Aleckson was named the University Student of the Year for academic excellence and a commitment to working as a role model within the industry as part of his Bachelor of Commerce with a Financial Planning major.
The final award for the Congress, the Future2 Community Service, would be announced on this evening.
AUTHOR
Hope William-Smith
Recommended for you
Compared to four years ago when the divide between boutique and large licensees were largely equal, adviser movements have seen this trend shift in light of new licensees commencing.
As ongoing market uncertainty sees advisers look beyond traditional equity exposure, Fidante has found adviser interest in small caps and emerging markets for portfolio returns has almost doubled since April.
CoreData has shared the top areas of demand for cryptocurrency advice but finds investors are seeking advisers who actively invest in the asset themselves.
With regulators ‘raising the bar’ on retirement planning, Lonsec Research and Ratings has urged advisers to place greater focus on sequencing and longevity risk as they navigate clients through the shifting landscape.
