FPA announces awards
Recipients of the Financial Planning Association’s (FPA) annual Value of Advice Awards have once again been decided and announced, with a couple of familiar faces from last year’s awards taking to the podium.
The national winners are:
Wealth accumulation: Philippa Elliott CFP of Partnership Financial Services.
Pre-retirement planning: Jeremy Gillman-Wells of AMP Financial Planning.
Post-retirement planning and management: Angela Jenkins CFP of Garvan Financial Planning.
Low income planning: Michael West CFP of AXA Financial Planning.
The state winners are:
Wealth accumulation: Philippa Elliott (WA) and Zuraida Ariffin CFP of the Securitor Financial Group (NSW/ACT).
Pre-retirement planning: Jeremy Gillman-Wells (NSW/ACT) and Paul Little CFP of Apogee Financial Planning (QLD).
Post-retirement planning and management: Angela Jenkins (TAS) and Rick Arnheim CFP of Shadforths (NSW/ACT).
Low income planning: Michael West.
Community contribution/pro bono: Maurice Nistico CFP of Hillross Financial Services (SA),
Susan Jackson of Women’s Financial Network (VIC) and Neil Kendall CFP of Tupicoffs (QLD).
Philippa Elliott was honoured with the same national award in 2006, with Neil Kendall receiving a number of national and state awards last year as well.
The judging panel assessed entries to the awards (real life client case studies) on how well the planner understood their client’s needs and goals, how clearly they explained the options available to them, the difference in the client’s situation as a result of the advice compared to receiving no advice and the extent to which the planner undertook ongoing follow up and review of the financial plan.
In all cases, the judges said that the advice given substantially improved the client’s situation.
Recommended for you
The financial advice industry has enjoyed another week of strong new entrant numbers, totalling nearly 40 for the past fortnight, thanks to the latest exam passes.
Momentum Media’s wealth publishing network – comprising InvestorDaily, ifa, SMSF Adviser, Money Management, and Super Review – is proud to launch the annual Australian Wealth Management Awards.
Investment information firm Equity Story has signed a binding heads of agreement to acquire South Australian financial advisory and stockbroker Baker Young for $4.2 million.
Net cash flow on AMP’s platforms saw a substantial jump in the last quarter to $740 million, while its new digital advice offering boosted flows to superannuation and investment.
