FPA Awards 2012


FPA Best Practice Awards - 2012 winners

National winners

     

CERTIFIED FINANCIAL PLANNER Professional Best Practice Award
Michelle Tate-Lovery CFP, Unified Financial Services, Carlton VIC

Financial 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 FPAs 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

 

Leave a comment

FPA Members - please log in on the top right corner of the page if you would like to post a comment here.


Here's what our members say...
"The FPA has positioned and enhanced the standing of its members in the community and the financial services sector."
Wayne Barber CFP®, Wodonga
"The constant elevation of professional standards in Australian financial planning is largely due to the FPA."
Ray Griffin, Tamworth
"The FPA has worked well lobbying Government, and the outcomes have made a huge difference to the industry."
Mark Aufderheide CFP®, Sydney
"Congratulations on 20 years of dedication to professionalism and the financial security of all Australians."
Peter Bobbin, Sydney
"Looking forward there is still a long way to go. Looking backward it is amazing just how far we've already come."
Neil Kendall CFP®, Brisbane
Local Events get involved 2012 Annual Report Financial Planning Magazine