FPA announces award finalists
The Financial Planning Association of Australia (FPA) has announced its finalists for the 2016 FPA Awards, which recognise excellence in helping clients and making notable contributions to the community.
FPA chief executive, Dante De Gori said, "The calibre of applications for this year's awards impressed everyone on the judging panel, with some judges stating that this was the highest standard we have ever seen".
Depending on the category, award winners would receive access to consumer media opportunities, a financial contribution to their professional development and complimentary registration to the FPA's Professional Congress. The FPA Professional Practice of the Year would also receive a $10,000 business consultancy package from Business Health.
"It is heartwarming to see the ongoing contribution members make to not-for-profits, alongside the good work they do daily for clients," De Gori said.
"As always, the applications reinforced the great work many members do in giving back to those less fortunate, through the Future2 Foundation, as well as many other organisations across the country."
The winners would be announced at the FPA's Professionals Congress in Perth on 23 and 24 November.
The finalist are as follows,
FPA Certified Financial Planner Professional of the Year Award
William Johns — Health & Finance Integrated
Tony Sandercock — wetalkmoney
David Sharpe — Globe Financial Planning
FPA Financial Planner AFP of the Year Award
Cody Harmon AFP — Meridian Wealth Management
Tim McLaughlan AFP — Elston Private Wealth
Paul Turner AFP® — Wealthwise
FPA Paraplanner of the Year Award
Cynthia Sercombe — Tupicoffs
Shayne Sommer CFP® — Shadforth Financial Group
Future2 Community Service Award
Kathy Havers CFP® — Catalyst Financial Group
William Johns CFP® — Health & Finance Integrated
FPA Professional Practice of the Year Award
Capital Partners — West Perth (WA)
Enlightened Financial Solutions — Mackay (QLD)
ipac West Australia — Subiaco (WA)
FPA University Student of the Year Award
Hilary Acheson — University of New England
Bradley Aleckson — Griffith University
James Van Zyl-Cunningham — Griffith University
Recommended for you
It can be extremely hard to realise the gains from financial advice M&A, according to Peloton Partners’ Rob Jones, and more could be gained from firms looking inward at their own practice.
With platforms reporting their quarterly results, there is a clear divide in the adviser markets they are targeting, according to platform specialist Recep Peker, and which would be right for your clients.
The Federal Court has imposed a $10 million penalty on Macquarie Bank for failing to prevent and control unauthorised fee transactions by third parties including financial advisers.
A financial advice firm has seen a weekly decline of 10 advisers, with all moving to a new licensee, while Centrepoint Alliance continues its “growth story”.