The FPA has announced the winners of its 2016 FPA Awards, which recognise top performing financial advisers and practices.
Tony Sandercock of wetalkmoney was named the winner of the FPA Certified Financial Planner Professional of the Year Award. He was recognised for his mission to “transform the way people plan for retirement”, according to a statement.
“Tony is passionate about motivating clients, helping them set meaningful goals and simplify complex decisions,” said FPA chief executive Dante De Gori.
“His client testimonials were outstanding and a testament to his work.”
Meanwhile, Cody Harmon of Meridian Wealth Management won FPA Financial Planner AFP of the Year Award for his approach to values-based advice and “helping clients realise their hopes and dreams” through financial advice.
At the same time, Cynthia Sercombe of Tupicoffs was named the winner of the first-ever FPA Paraplanner of the Year Award in recognition of her technical excellence and dedication.
As for a top-performing practice, ipac Western Australia won the first-ever FPA Professional Practice of the Year Award.
“The winning practice was hailed as an ‘entrepreneurial leader’ in the provision of financial advice, technology and its approach to marketing and events. ipac Western Australia were also commended for their commitment to staff development, charity and community involvement,” the statement said.
The FPA University Student of the Year Award went to Bradley Aleckson of Griffith University in recognition of his academic excellence and commitment to becoming a future role model in financial planning.
“A consistent high performer, Mr Aleckson has been a top performer in his bachelor of commerce majoring in financial planning and finance degree, and is a two-time winner of the Griffiths Award for Academic Excellence,” the FPA said.
Finally, the Gwen Fletcher Memorial Award, which recognises the highest performing student in the final unit of the CFP Certification Program, was given to Cameron Obliubek from Bridges Financial Services.
While an increase in the general transfer balance cap for next year now seems likely, advisers should be prepared for any legislative risks on the hor...
The company has issued a statement.
AI will enable clients to be more self-sufficient in seeking advice and sourcing finance, allowing advisers to transition into financial strategists,...
Get the latest news! Subscribe to the ifa bulletin
Get notifications in real time and stay up to date with content that matters to you.