The Financial Planning Association of Australia The Financial Planning Association of Australia

2012 National Best Practice Award Winner Client Event

Michelle Tate-Lovery CFP®, held a client event as part of her prize as National and Victorian State Winner of the CFP® professional category that she was presented with at the National Best Practice Awards in Melbourne in December last year.

Michelle Tate Lovery with her award and FPA Board Member Peter O’Toole.

As part of Michelle’s prize as National Winner was an exclusive client event for her practice Unified Financial Services (UFS) to the value of $5000 and support from the FPA.

Over 120 clients enjoyed the dinner and dance which was held on April 27 to celebrate “50 years of Combined Excellence in Financial Planning” – the total combined experience of Michelle and her team at UFS in Carlton.

Guests enjoying the event.

Michelle is a CFP® professional, Director and Principal Financial Adviser of UFS and her practice specialises in working with health professionals. Her expert advice has helped her clients (some of whom have been with her for over 20 years) achieve financial stability and freedom.

Michelle is also a mentor in the Women in Finance Mentoring program. Michelle was chosen as the National Winner due to the quality of her submission which exemplifies a true professional planner.

Read more about Michelle here.

Look out for a member update on the 2013 Best Practice Awards coming soon.