A Victoria-based adviser has been named by the Financial Planning Association of Australia as the Semester 1 2019 winner of the Gwen Fletcher Memorial Award as the highest performing student.
The FPA named Raquel Netto of the Wealth Mentoring Group in Hampton, Victoria, as the winner of the award named after financial planning pioneer Gwen Fletcher.
Ms Netto said her experience with the CFP Certification Program has elevated her skills and knowledge as a financial planner and adviser.
“As financial advisers, we are privileged to hold a position of trust and mutual respect with our clients,” she said.
“We can have a meaningful positive impact in our client’s lives by listening to and engaging with them, mentoring them and, ultimately, helping them achieve their financial goals.”
Ms Netto also said she hopes more women will choose financial planning as a career.
“Receiving an award in Gwen Fletcher’s name is particularly special because she was a champion for the role of women in the financial services profession,” Ms Netto said.
“I am hopeful that my work with my clients and within our profession will honour her memory and may even encourage more women to become financial planners.”
The next Gwen Fletcher Memorial Award winner will be announced in November at the 2019 FPA Professionals Congress in Melbourne from 27 to 29 November.
Adrian Flores is a deputy editor at Momentum Media, focusing mainly on banking, wealth management and financial services. He has also written for Public Accountant, Accountants Daily and The CEO Magazine.
You can contact him on [email protected].
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