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
Results are out for the latest sitting of the ASIC financial advice exam, with the pass rate falling for the second consecutive sitting.
Adviser losses for the end of June have come in 143 per cent higher than the same period last year, and bring the total June loss to over 350.
ASIC’s enforcement action is having an active start to the new financial year, banning a former Queensland financial adviser for 10 years in relation to fees for no service conduct.
ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay.
