Tony Sandercock

The Financial Planning Association of Australia (FPA) has announced the winners of the 2016 FPA Awards and the latest winner of the Gwen Fletcher Memorial Award at the opening keynote session of the FPA Professionals Congress in Perth.

Taking out the FPA CERTIFIED FINANCIAL PLANNER® Professional of the Year Award is Tony Sandercock of wetalkmoney. The award acknowledges Tony’s mission to ‘transform the way people plan for retirement’, his dedication to ongoing learning, and the mentorship of those around him.

FPA CEO Dante De Gori CFP® said, “Tony is passionate about motivating clients, helping them set meaningful goals and simplify complex decisions. His client testimonials were outstanding and a testament to his work.”

Winning the FPA Financial Planner AFP® of the Year Award for 2016 is Cody Harmon AFP® of Meridian Wealth Management. Mr Harmon uses a values based approach, in conjunction with goal setting, to help clients realise their hopes and dreams through financial advice. He is also passionate about ongoing learning and is a regular mentor to university students.

The first ever FPA Paraplanner of the Year Award was awarded to Cynthia Sercombe CFP® of Tupicoffs. Ms Sercombe was given the award in recognition of her technical excellence, dedication to quality and passion for providing pro-bono services.

Winning the first ever FPA Professional Practice of the Year Award was ipac Western Australia. The winning practice was hailed as an ‘entrepreneurial leader’ in the provision of financial advice, technology and its approach to marketing and events. ipac Western Australia were also commended for their commitment to staff development, charity and community involvement.

The FPA University Student of the Year Award was given to Bradley Aleckson of Griffith University in recognition of his academic excellence and commitment to becoming a future role model for financial planning. A consistent high performer, Mr Aleckson has been a top performer in his Bachelor of Commerce majoring in Financial Planning and Finance degree, and is a two-time winner of the Griffiths Award for Academic Excellence.

The Gwen Fletcher Memorial Award recognises the highest performing student in the final unit of the CFP® Certification Program. Cameron Obliubek CFP® from Bridges Financial Services is the 2016 winner of the honorary award named after the late “First lady of Financial Planning”.

Mr De Gori said, “The CFP® Certification Assessment unit is rigorous, so to receive the Gwen Fletcher Memorial Award is a major achievement. Cameron’s outstanding results are a testament to his commitment and dedication. I congratulate him for his efforts and look forward to welcoming him to our growing CFP® professional community.”

The winner of the Future2 Community Service Award will be announced at the Future2 Gala Dinner on Thursday 24 November.

Below is a summary list of the 2016 FPA Award winners:

FPA CERTIFIED FINANCIAL PLANNER® Professional of the Year: Tony Sandercock CFP®, Wetalkmoney, Sunshine Coast

FPA Financial Planner AFP® of the Year: Cody Harmon AFP®, Meridian Wealth Management, Melbourne

FPA Paraplanner of the Year: Cynthia Sercombe CFP®, Tupicoffs, Brisbane

FPA University Student of the Year: Bradley Aleckson, Bachelor of Commerce student, Griffith University, QLD

Gwen Fletcher Memorial Award: Cameron Obliubek CFP®, Bridges Financial Services, Melbourne

FPA Professional Practice of the Year: ipac Western Australia

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Cody Harmon

Melbourne-based financial services firm Meridian Wealth Management is celebrating the news that 26-year old Financial Advisor Cody Harmon has been awarded the Financial Planning Association (FPA) Associate Financial Planner of the Year.

Announced yesterday afternoon at the FPA Congress in Perth, the award recognises academic excellence amongst budding financial planners around the country. The award also commends individuals and businesses that demonstrate a commitment to delivering excellent outcomes for clients, as well as making a notable contribution to their local community.

Meridian Wealth Management Managing Director and Principal Advisor Paul Dunn, said that the national accolade was incredibly well deserved and a testament to Harmon’s hard work and passion, for both his vocation and the industry itself.

“Since 2004 Meridian Wealth Management has strived to support and educate clients throughout their various life stages, to help them make the right financial decisions in order to achieve their financial and lifestyle goals.

“It’s an honor to have Cody recognised in this way and to know that his hard work, passion and knowledge is resulting not only in consistently great outcomes for our clients but also that the industry is acknowledging the dedication and expertise that he demonstrates daily.

“Cody’s acknowledgement as Associate Financial Planner of the Year shows that industry is taking notice of what our firm does as well as the high standards that Meridian Wealth Management is setting, and that’s something we’re incredibly proud of.”

The FPA is Australia’s leading professional organisation for financial planners. Together with over 12,000 members, they are shaping the future of financial planning to secure a better financial future for Australians.

Mr. Dunn is a Certified Financial Planner (CFP) and has been a part of the Australian financial services industry since 1995.

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