FPA Best Practice Awards – 2012 winners

National winners
  CERTIFIED FINANCIAL PLANNER® Professional Best Practice Award
Michelle Tate-Lovery CFP®, Unified Financial Services, Carlton VICFinancial Planner AFP® Best Practice Award
Shane Lenehan AFP®, Silvan Ridge Financial Services, Warrnambool VIC

Future2 Community Service Best Practice
Mark O’Leary CFP®, Eluvia, Melbourne VIC

State Winners
CERTIFIED FINANCIAL PLANNER® Professional category
  • WA: Rob Pyne CFP®, HPH Solutions, Como
  • NSW: William Johns CFP®, Fiducian Financial Services, Sydney
  • ACT: Ian Hayes CFP®, Milestone Financial Services, Deakin
  • SA: Martin Hunter CFP®, Hunter Financial Services, Port Pirie
  • QLD: James Kenny CFP®,Tupicoffs, Brisbane
  • VIC:  Michelle Tate-Lovery CFP®, Unified Financial Services, Carlton
  • TAS: Timothy Breen CFP®, Shadforth Financial Group, Hobart
FINANCIAL PLANNER AFP® category
  • WA: Beverly Harvey AFP®, Momentum Planning, Como
  • NSW: Joanne Stephens AFP®, Roan Financial, Orange
  • QLD : Mark Milner AFP®, Tupicoffs, Brisbane
  • VIC: Shane Lenehan AFP®, Silvan Ridge Financial Services, Warrnambool
Future2 Community Service category
  • NSW: Anthony Tanti CFP®, Tanti Financial Services, Emu Plains
  • QLD : Stephen Lowry CFP®, Alman Partners, Mackay
  • VIC: Mark O’Leary CFP®, Eluvia, Melbourne
State Runners-up
CERTIFIED FINANCIAL PLANNER® Professional category
  • WA: Troy MacMillan CFP®, The Wealth Designers, Perth
  • NSW: Timothy Deamer CFP®, Crosbie Warren Sinclair, Warabrook
  • QLD: Greg Tindall CFP®, Macquarie Private Wealth, Noosaville
  • VIC: Joseph Stephan CFP®, Stephan Strategic, Kew
  • TAS: Charles Badenach CFP®, Shadforth Financial Group, Hobart
Financial Planner AFP® Best Practice Award
  • NSW: Andrew Frith AFP®, Leenane Templeton Wealth Management, Newcastle
Future2 Community Service Best Practice Award
  • VIC: Hari Maragos CFP®, Victoria Wealth Management, Bundoora

Honorary Awards -  2012 recipients

Distinguished Service Awards
  • NSW: Debbie Gampe AFP®, SeaChange Financial, Port Macquarie
  • QLD: Andrew Gricks CFP®, FINPAC Financial Advisors, Townsville
  • VIC: Hari Maragos CFP®, Victoria Wealth Management, Bundoora
FPA Fellow Awards
  • Lou Delfos AFP®, ipac SA, Wayville
  • Wayne Moriarty CFP®, Moriarty Financial Services, Albury
  • Ian Mein CFP®, Phillip Sons Financial Planning, Sale
  • Gary Lucas CFP®, DMG Financial Planning, Sale
  • George Flack CFP®, Flack Advisory Services Group, Eaglehawk
  • Terry Kays CFP®, Premier Investment Solutions, Traralgon
  • Rodney Lavin CFP®, Lavin & Associates, Traralgon.
About the Awards

The FPA’s Best Practice Awards recognise the superior outcomes for clients when professional financial planning expertise is provided in line with the FPA Code of Professional Practice and Code of Ethics.

Through the Awards, ‘best practice’ advice is publicly acknowledged for CFP® professionals and Financial Planner AFP® practitioners.  In conjunction with Future2, a third award category recognises those FPA members who have made an outstanding contribution to the wider community.

FPA Best Practice Awards are awarded in the following categories:

  • FPA CERTIFIED FINANCIAL PLANNER® Professional Best Practice Award
  • FPA Financial Planner AFP®  Best Practice Award
  • Future2 Community Service Best Practice Award

Previous winners of the FPA Best Practice Awards

 


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