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Showing 1 - 4 of 4 results for "Momentum Planning"

Inconsistency, communication top adviser bugbears

KARREN VERGARA  |  THURSDAY, 16 NOV 2017
... things and see what happens, understanding that not everything will work perfectly. Graham will co-present with Momentum Planning founder Philippa Elliott and Unified Financial Services managing director Michelle Tate-Lovery, providing practice owners ...

FPA reveals annual award finalists

JAMIE WILLIAMSON  |  TUESDAY, 24 OCT 2017
... WB Financial FPA Paraplanner of the Year Award Adriana Brink AFP(R) - Alman Partners Laura Buckley AFP(R) - Momentum Planning Travis Schindler - Hewison Private Wealth Future2 Community Service Award Mary-Louise Gnoato AFP(R) - Commonwealth Financial ...

FPA award winners embrace FOFA

ELISE BURGESS  |  MONDAY, 21 NOV 2011
... of their industry. Speaking with Financial Standard after their win, Pippa Elliot, CFP, of WA planning firm Momentum Planning and Jim Fenwicke, AFP, Fenwicke Financial Services from NSW, both agreed that the proposed reforms under the Future of Financial ...

FPA's Value of Advice Awards 2007

... designation as a professional standard that consumers can rely on," said Pippa Elliot, a planner from WA based Momentum Planning and one of the winners last year. Nominations close in May with details available on the FPA website, www.fpa.asn.au. Michelle ...
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