FPA names adviser award finalists
It’s been a tough year in which to shine, but nine financial planners have made the grade to be named finalists in the Value of Advice Awards.
Organised by the Financial Planning Association (FPA), the awards recognise the professionalism and value of advice FPA members provide to their clients.
FPA CEO Jo-Anne Bloch says despite volatile economic conditions, entries this year were “an exceptional demonstration of the value and quality of sound financial advice”.
The finalists are:
Post-retirement planning and management: Angela Jenkins and Kate Kimmorley (GWM Adviser Services); Dacian Moses (Waterfall Way Associates).
Pre-retirement planning: Wai-Ping Arthur (Securitor Financial Group); Leanne Bull (Axa Financial Planning); Cameron Paul (Momentum Planning).
Wealth accumulation and protection: Ray Albrighton (Announcer Financial Planning); Gregory Cook (Financial Wisdom); Sharon Walker (NAB Financial Planning).
The winners will be announced during the FPA national conference on November 20.
Organised by the Financial Planning Association (FPA), the awards recognise the professionalism and value of advice FPA members provide to their clients.
FPA CEO Jo-Anne Bloch says despite volatile economic conditions, entries this year were “an exceptional demonstration of the value and quality of sound financial advice”.
The finalists are:
Post-retirement planning and management: Angela Jenkins and Kate Kimmorley (GWM Adviser Services); Dacian Moses (Waterfall Way Associates).
Pre-retirement planning: Wai-Ping Arthur (Securitor Financial Group); Leanne Bull (Axa Financial Planning); Cameron Paul (Momentum Planning).
Wealth accumulation and protection: Ray Albrighton (Announcer Financial Planning); Gregory Cook (Financial Wisdom); Sharon Walker (NAB Financial Planning).
The winners will be announced during the FPA national conference on November 20.