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
Sharing his reasoning in joining the FSC board, WT Financial chief executive, Keith Cullen, believes “product and advice cannot be separated” from each other in the current environment.
The Emerge Foundation, a charity run by financial advisers and fund managers, has announced a scholarship program to help veterans transition into tertiary education.
In an open letter, Sequoia chief executive Garry Crole has hit out against shareholders “with a personal axe to grind” as he fights for his job ahead of an EGM.
The JAWG has announced it is in talks with Treasury around five “core principles” to strengthen the education standards for new entrants to the financial advice space.