Financial planners from Victoria won all three categories in the Financial Planning Association’s (FPA’s) 2012 Best Practice Awards, held in Melbourne.
The awards recognise the contribution made by planners in helping Australians achieve their financial goals.
“They are a symbol of trust and excellence for all Australians seeking financial advice from a qualified and professional financial planner acting in their best interest,” said FPA chief executive Mark Rantall.
Michelle Tate-Lovery of Unified Financial Services scooped both the Victorian and the National FPA Certified Financial Planner Professional Best Practice Award for her excellence and success in maintaining long-term relationships with clients.
Shane Lenehan of Silvan Ridge Financial Services claimed the Victorian and National FPA Financial Planner AFP Best Practice Award for his willingness to embrace the association’s Code of Ethics and his mentoring of young advisers.
Meanwhile, the Victorian and National Future2 Community Service Best Practice Award went to Mark O’Leary from Eluvia, who has provided pro bono advice to cancer sufferers who are financially disadvantaged.
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