Guo is an associate adviser at Morrows Private Wealth, joining in 2017, with a background in accounting, taxation, SMSFs and financial planning, and is a chartered accountant and SMSF specialist.

Guo says the award reflects her commitment to developing her expertise and knowledge in financial planning to better assist her clients.

“I’m incredibly honoured to receive the Gwen Fletcher Award. Coming from an accounting, tax and SMSF background, the CFP® Certification Program has been a meaningful step in broadening the way I approach financial advice. It has helped me connect technical knowledge with each client’s broader goals and long-term outcomes.

“This recognition is a wonderful encouragement as I continue to grow as an adviser and deliver advice that is both technically strong and genuinely client-centred.”

Named after the late ‘First Lady of Financial Planning’, the award is presented by the FAAA and recognises the highest performing student in the CERTIFIED FINANCIAL PLANNER® Certification Unit (CFP C) for each semester, with demonstrable dedication to providing high-quality financial advice. The CFP® designation is the largest and best-recognised financial planning designation globally. 

The other financial advisers who successfully completed their CFP certification this semester were:

• Aaron Phuong
• Alexander Herbert
• Allan Rozario
• Anthony Kane
• Ben Hutt
• Cuong (Derrick) Quach
• Dalton Pollnitz
• Damien Quirk
• Damon Sugden
• Dylan Goldfinch
• Fungisai (Noreen) Mudzi
• George Eljouni
• Geraldine Khoo
• Hjalmar Ronngard
• Jason Coffey
• Jessica Beck
• Joshua Ian Young
• Luke Alexander
• Marcus Allen
• Matthew Accardi
• Max Song
• Meghna Kamani
• Melissa Nicholson
• Michelle Boot
• Michelle Veitch
• Nathan Ham
• Nick Zvezdakoski
• Oliver Cahill
• Paul Birch
• Rebecca Tai
• Ryan Gillespie
• Samuel Briggs
• Shanae Sinfield
• Sidney Pattinson
• Sok Houng Lay
• Tyler Zane Mapri
• Vera (Thiri) Lin
• Veronika Holubova
• Xue (Jasmin) Zhang
• Yan (Priya) Hua
• Varun Vasudeba
• Yashera Raddalgoda

Anne Palmer, FAAA’s general manager – education, congratulated all the advisers who had completed their CFP certification this semester.

“Achieving the CFP designation is a challenging undertaking but also a rewarding one, and all those who have completed it should be proud of their accomplishment.  It takes significant time and effort but they now join the more than 236,300 CFPs around the world who have reached the highest level of qualification in our profession.

“On behalf of the FAAA, I also congratulate Stacy on her outstanding dedication to her studies while maintaining the highest standard in her client work. Her technical background brings a valuable perspective to financial planning.”

The CFP designation is the most respected financial planning designation globally, with more than 236,300 CFP professionals worldwide. It is a symbol of excellence for financial planners around the world who are actively committed through higher education and accountability to adhering to world-class professional and ethical standards. The CFP designation offers financial planning professionals a way to differentiate themselves in the profession.