Search Results | Showing 1 - 10 of 10 results for "FPA Paraplanner of" |
| | | ... Wealth (NSW) FPA Financial Planner of the Year Award: Leanne Bielik FPA Advice Innovation Award: Daniel Thompson FPA Paraplanner of the Year Award: Andrew Mann FPA University Student of the Year Award: Nicole Gardner FPA Community Service Award: Peter ... |
| | | | ... Innovation Award Josh Pennell - Prosper Advisory Financial Services (VIC) Daniel Thompson - Finnacle (NSW) FPA Paraplanner of the Year Award Andrew Mann - Tupicoffs (QLD) Elora Shine - Cooper Wealth Management (NSW) FPA University Student of the Year ... |
| | | | ... automate or deliver advice, or to engage with clients. Victoria-based Corey Wastle of Verse Wealth won the award. FPA Paraplanner of the Year Award went to Emma Zwaan of Capital Partners Private Wealth Advisers based in Western Australia. FPA University ... |
| | | | ... of the Year Award, FPA Professional Practice of the Year Award, FPA Financial Planner AFP of the Year Award, FPA Paraplanner of the Year Award, FPA University Student of the Year Award, FPA Advice Innovation Award, and the Community Service Award supported ... |
| | | | ... complex matters for her clients," the FPA said. It was the first of two awards that went to Tupicoffs, with the FPA Paraplanner of the Year Award presented to Lachlan Haigh. "Lachlan's Statement of Advice (SOA) submission clearly shows excellence ... |
| | | | ... Award Cooper Wealth Management's Felicity Cooper took home the FPA Financial Planner AFP of the Year Award. The FPA Paraplanner of the Year Award went to Kearsten James of Sterling Private Wealth. The Gwen Fletcher Memorial Award, which recognises the ... |
| | | | ... Wealth Management Nicholas Lloyd AFP(R) - ITL Financial Planning Patricia Soares Garcia AFP(R) - WB Financial FPA Paraplanner of the Year Award Adriana Brink AFP(R) - Alman Partners Laura Buckley AFP(R) - Momentum Planning Travis Schindler - Hewison ... |
| | | | ... contribution to the community, and that's what matters to me," Harmon said of the award. Meanwhile, the first ever FPA Paraplanner of the Year Award was presented to Cynthia Sercombe of Tupicoffs for her technical excellence, dedication to quality and ... |
| | | | ... Award Cody Harmon, Meridian Wealth Management Tim McLaughlan, Elston Private Wealth Paul Turner, Wealthwise FPA Paraplanner of the Year Award Cynthia Sercombe, Tupicoffs Shayne Sommer, Shadforth Financial Group Future2 Community Service Award Kathy Havers ... |
| | | | ... Queensland sales and service for Commonwealth Financial Services. Dixon was also the winner of the 2000 and 2001 FPA Paraplanner of the Year Award. |
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