The Financial Planning Association of Australia has revealed the winners of its annual awards for 2019, including this year’s recipients of the Gwen Fletcher Memorial Award and the Research Grant Award from the Financial Planning Education Council.
The winner of the FPA CFP Professional of the Year Award is Andrew Dunbar of Apt Wealth Partners in Melbourne. In a statement, the FPA said the award acknowledged Mr Dunbar’s commitment to making a positive and meaningful difference to clients by living the ‘client-first’ principle.
FPA chief executive Dante De Gori said Mr Dunbar is passionate about helping clients who are going through challenging times and are at their most vulnerable, such as when they have complex family needs.
“Andrew also contributes regularly to thought leadership programs by writing financial education guides, presenting at educational events, and mentoring less experienced financial planners in his firm,” Mr De Gori said.
“He is a strong advocate for the value of financial planning, and is a wonderful ambassador in leading our profession through change.”
Capital Partners Private Wealth Advisers of Perth won the FPA Professional Practice of the Year, while Crystal Bobir of Tupicoffs in Brisbane won the FPA Financial Planner AFP of the Year.
Other awards included Paraplanner of the Year, which was awarded to Lachlan Haigh of Tupicoffs in Brisbane, and University Student of the Year Award, awarded to Graeme Morris of Griffith University, Queensland.
Nicky Dwyer from UniSuper Management in Adelaide was given the Gwen Fletcher Memorial Award, recognising the highest performing student in the final unit of the CFP Certification Program.
Zacary Leeson of HPH Solutions in Perth was the winner of the FPA Community Service Award, and Louise Wegner-Parker of Morgans Financial in Brisbane was the winner of the FPA Community Service Award.
In addition, the Financial Planning Education Council (FPEC) announced two Research Grant Award winners, with research team of associate professor Tina Cockburn, Dr Kelly Purser and Dr Sherrena Buckby of Queensland University of Technology winning for their research, titled ‘The role of financial planners in preventing, recognising and responding to elder financial abuse’.
The second (equal) winner of the FPEC Award is the research team of Dr Tracey West, Richard Olley and Dr Tom Verhelst of Griffith University for their research, titled ‘Quantifying the dynamics of elder abuse’. Each grant winning team was awarded $5,000.
“High quality academic research into financial planning is very important to the profession as it raises the profile and standing of the industry, both in the community and at a policy level,” said Mr De Gori.
“Both of this year’s winning research projects will add significantly to the body of work on the important issue of elder financial abuse.”
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].
42 per cent of Australians do not trust claims made by Australian companies about their ESG performance.
Superannuation is the asset class with the biggest loss to date in 2022.
Managed accounts are key to ensuring the sustainability of an advice practice, experts have said.
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.