Twenty finalists revealed in the 2021 FPA Awards 

From

The Financial Planning Association of Australia (FPA) has revealed the shortlist for the six categories of the 2021 FPA Awards.

Now in its ninth year, the FPA Awards recognises exceptional financial planners, paraplanners, university students and FPA Professional Practices from across Australia. The Awards also celebrate the individuals and businesses who go above and beyond to deliver outstanding results for clients.

FPA CEO Dante De Gori CFP® said many Australians have used the pandemic to reconsider their finances – spending and saving habits, budgeting and planning – and have an appetite to make changes. The pandemic has been a sharp reminder for Australians to have a financial plan in place, not only as a road map to achieve their goals, but also as a contingency for unforeseen events.

“It’s great to see financial planners guiding thousands of everyday Australians through the financial stress created by the pandemic and an increased engagement between Australians and their financial planner in the last 12 months to seek reassurance for personal finances or build a financial plan,” said Mr De Gori.

“The 20 finalists have been chosen because they have demonstrated an exceptional commitment to professional standards and made a positive difference to the lives of clients and their local community.

“The judges have been very impressed by the high calibre of award entries this year and look forward to announcing the Award winners in November,” he said.

The category finalists in the FPA Community Service Award supported by Future2 will be announced later this month following the upcoming Future2 Board meeting.

The finalists for each award are as follows.

FPA CERTIFIED FINANCIAL PLANNER® Professional of the Year Award

  • Kathryn Creasy CFP® – Capital Partners Private Wealth Advisers (WA)
  • Matthew Meehan CFP® – Lifesolver Financial (NSW)
  • Naomi Mee-Martino CFP® – Bastion Financial Group (WA)
  • Mark O’Flynn CFP® – Tupicoffs (QLD)

FPA Professional Practice of the Year Award

  • Alman Partners (QLD)
  • APT Wealth (NSW)
  • Enlightened Financial Solutions (QLD)

FPA Financial Planner AFP® of the Year Award

  • Leanne Bielik AFP® – 2020 Wealth Pty Ltd (VIC)
  • Michelle Maguire AFP® – MLC Advise (NSW)
  • Craig Phillips AFP® – Phillips Wealth Partners (ACT)

FPA Advice Innovation Award

  • Josh Pennell CFP® – Prosper Advisory Financial Services (VIC)
  • Daniel Thompson AFP® – Finnacle (NSW)

FPA Paraplanner of the Year Award

  • Andrew Mann CFP® – Tupicoffs (QLD)
  • Elora Shine – Cooper Wealth Management (NSW)

FPA University Student of the Year Award

  • Nicole Gardner – Kaplan Professional (VIC)
  • Martin Jack – Griffith University (QLD)
  • Matthew Kanizay – Deakin University (VIC)
  • Melina Pisani – Deakin University (VIC)
  • Renae Poole – Griffith University (QLD)
  • Aaron Skow – Kaplan Professional (NSW)

You must be logged in to post or view comments.