The most effective of the most effective monetary planners awarded at 2022 FPA Skilled Congress
The Monetary Planning Affiliation of Australia (FPA) has introduced the winners of the 2022 FPA Awards and the Gwen Fletcher Memorial Award on the FPA Professionals Congress in Sydney.
Now in its tenth yr, the FPA Awards recognise people and companies throughout Australia who ship the very best commonplace {of professional} and trusted recommendation to customers. The awards additionally acknowledge excellent college college students who signify the way forward for the monetary planning career.
The winner of the FPA CERTIFIED FINANCIAL PLANNER® Skilled of the Yr Award is Andy Reynolds CFP® of EFS Recommendation. The award acknowledges Andy’s dedication to the career, and the care and diligence he reveals purchasers who’re going by life altering occasions.
FPA CEO Sarah Abood stated: “Andy’s method to supporting his purchasers’ understanding of complicated monetary points, particularly these purchasers with cognitive points, is actually transferring.
“Andy actually does go above and past for his purchasers and his use of instruments comparable to diagrams and movies to assist assist purchasers’ understanding is a sensible demonstration of that.
“Andy’s depth of data in his specialty area, and his understanding of each the tangible and intangible impacts of his recommendation, impressed the judges.
“Additional, his advocacy at a grassroots degree, together with with tremendous funds and legal professionals to enhance their processes, is to the good thing about his purchasers and the monetary planning career extra broadly,” stated Ms Abood.
The winner of the FPA Skilled Apply of the Yr Award is Alman Companions based mostly in Mackay, QLD. The judges chosen Alman Companions based mostly on its clear succession plan, which concerned supporting advisers to changing into companions within the observe, and its continued dedication to variety. The judging panel was additionally impressed by the in-depth annual audit the observe undertakes to be accredited with the International Fiduciary Accreditation (presently held by simply seven Australian corporations).
Lili Hong AFP® from Future Gen Options is the winner of the FPA Monetary Planner AFP® of the Yr Award. The judges counseled Lili on her dedication to constructing a good profession as a monetary planner. As an advocate for the career and its future, Lili demonstrated dedication to her purchasers, and assisted these in want whereas in search of unconventional options to assist migrants perceive Australia’s complicated monetary providers system.
The FPA College Pupil of the Yr Award was awarded to Matthew Kanizay of Deakin College. Matthew was chosen by the judges based mostly on his robust understanding of the challenges and alternatives dealing with the sector. He’s a well-rounded scholar who has participated in plenty of extra-curricular actions and demonstrated a capability to attach and develop a skillset as a future monetary planner.
The Gwen Fletcher Memorial Award recognises the very best performing scholar within the closing unit of the CFP® Certification Program. Brigitta Hembrow Gersey CFP® from Elston Non-public Wealth Pty Ltd, is the 2022 Semester One winner of the honorary award named after the late “first girl of economic planning”, Gwen Fletcher.
Ms Abood stated: “The CFP® Certification Program is a rigorous program of research, and to win this award is an actual achievement.
“Congratulations to Brigitta for her excellent efficiency and dedication.
“These awards shine a light-weight on these making a distinction to the monetary planning career, the monetary providers trade and to all Australians.
“On behalf of everybody on the FPA, congratulations to the deserving winners of those awards,” stated Ms Abood.
