One of the best of the very best monetary planners awarded at 2022 FPA Skilled Congress


The Monetary Planning Affiliation of Australia (FPA) has introduced the winners of the 2022 FPA Awards and the Gwen Fletcher Memorial Award on the FPA Professionals Congress in Sydney.

Now in its tenth 12 months, the FPA Awards recognise people and companies throughout Australia who ship the best customary {of professional} and trusted recommendation to customers. The awards additionally acknowledge excellent college college students who symbolize the way forward for the monetary planning occupation.

The winner of the FPA CERTIFIED FINANCIAL PLANNER® Skilled of the Yr Award is Andy Reynolds CFP® of EFS Recommendation. The award acknowledges Andy’s dedication to the occupation, and the care and diligence he reveals purchasers who’re going by means of life altering occasions.

FPA CEO Sarah Abood stated: “Andy’s strategy to supporting his purchasers’ understanding of advanced monetary points, particularly these purchasers with cognitive points, is really transferring.

“Andy actually does go above and past for his purchasers and his use of instruments corresponding to diagrams and movies to assist help purchasers’ understanding is a sensible demonstration of that.

“Andy’s depth of information in his specialty discipline, and his understanding of each the tangible and intangible impacts of his recommendation, impressed the judges.

“Additional, his advocacy at a grassroots degree, together with with tremendous funds and legal professionals to enhance their processes, is to the advantage of his purchasers and the monetary planning occupation extra broadly,” stated Ms Abood.

The winner of the FPA Skilled Follow of the Yr Award is Alman Companions primarily based in Mackay, QLD. The judges chosen Alman Companions primarily based on its clear succession plan, which concerned supporting advisers to turning into companions within the apply, and its continued dedication to variety. The judging panel was additionally impressed by the in-depth annual audit the apply undertakes to be accredited with the International Fiduciary Accreditation (presently held by simply seven Australian companies).

Lili Hong AFP® from Future Gen Options is the winner of the FPA Monetary Planner AFP® of the Yr Award. The judges counseled Lili on her dedication to constructing a good profession as a monetary planner. As an advocate for the occupation and its future, Lili demonstrated dedication to her purchasers, and assisted these in want whereas on the lookout for unconventional options to assist migrants perceive Australia’s advanced monetary companies system.

The FPA College Scholar of the Yr Award was awarded to Matthew Kanizay of Deakin College. Matthew was chosen by the judges primarily based on his sturdy understanding of the challenges and alternatives going through the sector. He’s a well-rounded pupil who has participated in a lot of extra-curricular actions and demonstrated a capability to attach and develop a skillset as a future monetary planner.

The Gwen Fletcher Memorial Award recognises the best performing pupil within the last unit of the CFP® Certification Program. Brigitta Hembrow Gersey CFP® from Elston Personal Wealth Pty Ltd, is the 2022 Semester One winner of the honorary award named after the late “first woman of monetary planning”, Gwen Fletcher.

Ms Abood stated: “The CFP® Certification Program is a rigorous program of examine, and to win this award is an actual achievement.

“Congratulations to Brigitta for her excellent efficiency and dedication.

“These awards shine a lightweight on these making a distinction to the monetary planning occupation, the monetary companies trade and to all Australians.

“On behalf of everybody on the FPA, congratulations to the deserving winners of those awards,” stated Ms Abood.