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

FPA celebrates Best Practice financial planners


The Financial Planning Association (FPA) has recognised and awarded five exemplary members for their outstanding commitment to Australians when delivering a higher standard of professional and trusted financial advice.

The FPA announced the winners of the Best Practice Awards at the FPA National Conference 2011 Gala Dinner, held in Brisbane.

The Best Practice Awards, replacing the previous Value of Advice Awards, recognise the superior outcomes for clients when professional financial planning expertise is provided in line with the FPA Code of Professional Practice and Code of Ethics. Entrants are also judged on areas such as practice management, business model, professional development, client testimonials and work with the local community.

FPA CEO, Mark Rantall, recognised the high quality entries received in response to the Best Practice Award, which further demonstrated the higher standards of professionalism and commitment FPA members provide to their clients.

“The standard of the submissions was outstanding, and further reminds us of the valuable advice and service our members offer Australians,” Mr Rantall said.
“Each Best Practice Award winner has gone beyond the call of duty in their provision of financial advice to Australians and, as per FPA standards, has continued to put their clients first. It has been proven that consumers with a financial planner are financially better off than those without advice. These winners prove that, and carry the torch of professionalism on behalf of the FPA and our members.”

The national winners of the inaugural FPA Best Practice Awards are:
FPA CERTIFIED FINANCIAL PLANNER® Professional Practice Award
Pippa Elliot CFP®, Momentum Planning (WA)

FPA Associate Financial Planner Best Practice Award
Michael Smith AFP®, Pure Financial Management Pty Ltd (SA)
Jim Fenwicke AFP®, Fenwicke Financial Services (NSW)

Future2 Community Service Best Practice Award
Charles Badenach CFP®, Shadforth Financial Group (TAS)
Ross Shepherd CFP®, TBA Financial Services (NSW)

For the first time, the FPA presented members at a Chapter level with Best Practice awards to recognise and congratulate achievements at the grass-roots local level.

The chapter winners of the inaugural FPA Best Practice Awards are:
FPA CERTIFIED FINANCIAL PLANNER® Professional Best Practice Chapter Award:

Pippa Elliot CFP®, Momentum Planning Pty Ltd (WA)
Andrew Harris CFP®, Minerds Bell Consultancy Group (Adelaide)
Anna McGregor CFP®, Money Sense Financial Group (Gippsland)
Gregory Cook CFP®, Eureka Financial Group (Sydney)
Greg Tindall CFP®, Macquarie Private Wealth (Sunshine Coast)
James Harris CFP®, Brown & Bird Financial Planning (Mackay)
James Kenny CFP®, Tupicoffs (Brisbane)
Peter Roan CFP®, Roan Financial Pty Ltd (Western Division)
Russell Lees CFP®, Donnelly Wealth Management (Melbourne)

FPA Associate Financial Planner Best Practice Chapter Award:

Jim Fenwicke AFP®, Fenwicke Financial Services (Sydney)
Michael Smith AFP®, Pure Financial Management Pty Ltd (South Australia)
Andrew Frith AFP®  (Newcastle)
Sam Henderson AFP®, Henderson Maxwell (Sydney)
Steve Salvia AFP®, Southern Financial Strategies (WA)

Future2 Community Service Best Practice Chapter Award:

Charles Badenach CFP®, Shadforth Financial Group (Hobart)
Ross Shepherd CFP®, TBA Financial Services (Newcastle)
Geoff Havenstein AFP®, Lifetrack Financial Services (Sydney)
Kate Kimmorley CFP®, Kimmorley Financial Management (Gold Coast)
Maurice Nistico CFP®, Nistico Sen Financial Management (South Australia)
Peter Roan CFP®, Roan Financial Pty Ltd (Western Division)
Wayne Moriarty CFP®, Moriarty Financial Services ((Albury Wodonga)
For all media enquiries or to speak with a Best Practice Award winner, please contact:
Aideen McDonald, BlueChip Communication
P: 02 9018 8618 | M: 0416 946 932 | E: [email protected]