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Showing 1 - 10 of 10 results for "FPA Paraplanner of"

2021 FPA Award winners revealed

CHLOE WALKER  |  THURSDAY, 18 NOV 2021
... 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 ...

FPA reveals 2021 award finalists

KARREN VERGARA  |  WEDNESDAY, 13 OCT 2021
... 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 ...

FPA announces 2020 award winners

KANIKA SOOD  |  THURSDAY, 26 NOV 2020
... 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 ...

FPA award nominations open, new award announced

ALLY SELBY  |  WEDNESDAY, 5 AUG 2020
... 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 ...

Above and beyond: Planner excellence recognised

JAMIE WILLIAMSON  |  THURSDAY, 28 NOV 2019
... 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 ...

FPA honours top advisers

KARREN VERGARA  |  THURSDAY, 22 NOV 2018
... 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 ...

FPA reveals annual award finalists

JAMIE WILLIAMSON  |  TUESDAY, 24 OCT 2017
... 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 ...

FPA recognises industry excellence

JAMIE WILLIAMSON  |  THURSDAY, 24 NOV 2016
... 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 ...

FPA reveals awards shortlist

KERRIE SYDEE  |  WEDNESDAY, 9 NOV 2016
... 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 ...

Infocus names new head of compliance

ELISE BURGESS  |  TUESDAY, 17 MAY 2011
... 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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