Now in its 10th year, the FPA Awards recognise individuals and businesses across Australia who deliver the highest standard of professional and trusted advice to Australian consumers. The awards also highlight the outstanding university students who are the future of the financial planning industry.

The finalists in the 2022 FPA Awards for each professional category are:

FPA CERTIFIED FINANCIAL PLANNER® Professional of the Year Award – finalists:
Paul Benson CFP® – Guidance Financial Services (VIC)
Naomi Mee-Martino CFP® – Bastion Financial Group (WA)
Andrew Reynolds CFP® – EFS Advice (NSW)

FPA Financial Planner AFP® of the Year Award – finalists:
Lili Hong AFP® –  Future Gen Solutions (QLD)
Bill Savellis AFP® – Olive Grove Financial Advice (NSW)

FPA Professional Practice of the Year Award – finalists:
Alman Partners (QLD)
Boutique Advisers (WA)
VISIS Private Wealth (QLD)

FPA University Student of the Year Award – finalists:
Matthew Kanizay – Deakin University
Joel Perryman – University of South Australia
Georgia Camerlengo – University of South Australia

Sarah Abood, CEO says these awards help to bring attention to the positive and life-changing impact that financial planners can have.

“The FPA Awards celebrate the commitment, talent and passion of outstanding financial planners and practices, and recognise the role they play in bettering the lives of Australians.

“The recently released Value of Advice research showed that 95 per cent of advised Australians identified additional benefits received beyond their finances, including things like mental health, family life and social life.

“In times of increasing external financial pressures, with inflation and interest rates rising globally, having financial confidence is a necessity, and we know this can be achieved with the support of a financial planner.

“A big congratulations to all the finalists. The quality of the applications received has been outstanding.  All the finalists have consistently demonstrated great commitment and passion to their clients, community and the profession, and significantly impacted the lives of their clients and communities for the better,” says Abood.

The winners of the 2022 FPA Awards will be announced LIVE at the FPA Professionals Congress event on 23 – 24 November in Sydney.

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Recognising outstanding planners, paraplanners, students and practices, the awards celebrate individuals and businesses who demonstrate a commitment to delivering excellent outcomes for clients, and those who have made a notable contribution to their local community.

FPA CEO Dante De Gori CFP^® said there had been a record number of entries for this year’s awards and that finalists had all demonstrated the highest professional standards.

“Once again the judging panel has been very impressed by the volume and quality of award entries this year. The finalists represent the best of the best in our profession and I look forward to announcing the winners at Congress in November.”

Commenting on the Future2 Community Service Award, Mr De Gori said those on the shortlist deserved a special mention.

“Future2, the philanthropic arm of the FPA, has awarded $823,000 in grants since 2007. Our members continue to raise funds for grassroots programs that transform the lives of young people who through no fault of their own, struggle to make a ‘go’ in life.

“I’m particularly proud of our members who commit their time and energy to improving the circumstances of the most socially excluded or financially disadvantaged members of the community.”

Depending on the category, award winners will receive access to consumer media opportunities, financial contribution to professional development and complimentary registration to the FPA Professionals Congress.

The winners will be announced at the FPA Professionals Congress in Hobart on 23 November, along with the latest winner of the bi-annual Gwen Fletcher Memorial Award. For more information visit the FPA Professionals Congress.

The shortlist for each award is as follows:

FPA CERTIFIED FINANCIAL PLANNER^® Professional of the Year Award

• Paul Benson CFP^® – Guidance Financial Services
• Michael Hayward CFP^® – Capital Partners Consulting
• Robert Zammit CFP^® – RSM Financial Services Australia

FPA Financial Planner AFP^® of the Year Award

• Felicity Cooper AFP^® – Cooper Wealth Management
• Nicholas Lloyd AFP^® – ITL Financial Planning Patricia
• Soares Garcia AFP^® – WB Financial

FPA Paraplanner of the Year Award

• Adriana Brink AFP^® – Alman Partners
• Laura Buckley AFP^® – Momentum Planning
• Travis Schindler – Hewison Private Wealth

Future2 Community Service Award

• Mary-Louise Gnoato AFP^® – Commonwealth Financial Planning
• Luke McCoy CFP^® – Elevate Financial Solutions
• Reuben Zelwer CFP^® – Adapt Wealth Management

FPA Professional Practice of the Year Award

• Capital Partners Private Wealth Advisers – Perth (WA)
• Eureka Whittaker Macnaught – Sydney & Brisbane (NSW & QLD)
• MBA Financial Strategists – Adelaide (SA)

FPA University Student of the Year Award

• Azaria Bell
• Jonathon Halls AFP^®
• David Steyn

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