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Showing 1 - 10 of 23 results for "FPA Professional Practice"

Winners are grinners: FPA awards

CHLOE WALKER  |  WEDNESDAY, 23 NOV 2022
... clients and the financial planning profession more broadly," Abood said. Meanwhile, the winner of the FPA Professional Practice of the Year Award was Alman Partners based in Mackay, QLD. According to the FPA, the judges selected Alman Partners based ...

2021 FPA Award winners revealed

CHLOE WALKER  |  THURSDAY, 18 NOV 2021
... there who have been making a positive impact for many years," Creasy said. Other award winners were: FPA Professional Practice of the Year Award: Apt Wealth (NSW) FPA Financial Planner of the Year Award: Leanne Bielik FPA Advice Innovation Award: Daniel ...

FPA reveals 2021 award finalists

KARREN VERGARA  |  WEDNESDAY, 13 OCT 2021
... Lifesolver Financial (NSW) Naomi Mee-Martino - Bastion Financial Group (WA) Mark O'Flynn - Tupicoffs (QLD) FPA Professional Practice of the Year Award Alman Partners (QLD) APT Wealth (NSW) Enlightened Financial Solutions (QLD) FPA Financial Planner AFP ...

FPA announces 2020 award winners

KANIKA SOOD  |  THURSDAY, 26 NOV 2020
... for young financial planners," FPA chief executive Dante De Gori said. His firm is also the winner of FPA Professional Practice of the Year Award. "The judges commented that the team at HPH Solutions embody the essence of a true FPA Professional Practice ...

FPA award nominations open, new award announced

ALLY SELBY  |  WEDNESDAY, 5 AUG 2020
... Monday, August 31. The categories include FPA Certified Financial Planner Professional 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 ...

FPA launches benchmarking tool

ALLY SELBY  |  WEDNESDAY, 8 APR 2020
The Financial Planning Association of Australia has today launched an online index set to allow financial planners to benchmark the success of their business relative to their peers. In partnership with global market research consultant CoreData, the ...

Above and beyond: Planner excellence recognised

JAMIE WILLIAMSON  |  THURSDAY, 28 NOV 2019
The Certified Financial Planner® Professional of the Year and FPA Professional Practice of the Year have been named at the 2019 FPA Professionals Congress in Melbourne. Presented at the Future2 Celebration at the St Kilda Sea Baths and now in their ...

FPA disciplines two members

HARRISON WORLEY  |  MONDAY, 4 MAR 2019
... as chapter chair. The suspensions came after the FPA reviewed advice he provided as part of the Cbus FPA Professional practice referral program. The association said the Conduct Review Commission (CRC) found Brown breached the FPA Code in seven instances ...

FPA honours top advisers

KARREN VERGARA  |  THURSDAY, 22 NOV 2018
... the Year Award. Wotherspoon Wealth, an Adelaide-based practice established eight years ago, won the FPA Professional Practice of the Year Award Cooper Wealth Management's Felicity Cooper took home the FPA Financial Planner AFP of the Year Award. The ...

FPA award finalists named

JAMIE WILLIAMSON  |  THURSDAY, 4 OCT 2018
... Meanwhile, Eureka Whittaker Macnaught, VISIS Private Wealth and Wotherspoon Wealth are nominated for the FPA Professional Practice of the Year Award. Cooper Wealth Management's Felicity Cooper, James O'Reilly of Northeast Wealth and Sandra Slattery of ...
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