Top financial planners in Australia honoured with Best Practice Awards
The FPA has today recognised some of the profession’s top financial planners in Australia through their Best Practice Awards.
The annual Awards recognise Australia’s best financial planners who deliver exceptional qualified and trusted financial advice using the highest standard of ethics, practice standards and professional conduct in the country.
CEO of the FPA, Mark Rantall, said that the Best Practice Awards also serve as an important symbol of excellence for consumers seeking qualified financial advice.
“These awards recognise the best of the best. FPA members comply with some of the highest financial planning standards on a global stage. These Award winners have not only complied with the FPA Code, but in so doing have offered a considerable contribution to the profession through community involvement, mentoring and support to their local FPA Chapter.
“Our profession has been through a period of tremendous change in recent years and has made significant strides in advancing the global standing of the profession. These planners have, in spite of any interruption to business, persisted for their clients’ best interests. The three winners, selected from a short list, truly embody the values of our professional community in their everyday work with clients and are exemplars of the financial planning profession,” said Rantall.
The 2013 winners of the FPA’s Best Practice Awards are:
James Kenny CFP® has been awarded both the Queensland as well as the National FPA CERTIFIED FINANCIAL PLANNER® Professional Best Practice Award. James is a mentor to undergraduate students and young financial planners, helping to ensure the future of financial advice in Australia and fostering professionalism in the next generation of CERTIFIED FINANCIAL PLANNER® professionals.
Mark Milner AFP®, has been awarded both the Queensland and the National FPA Financial Planner AFP® Best Practice Award. Mark’s dedication to providing the highest calibre of advice to his clients is manifest in his ongoing studies toward becoming a CFP® professional, which he is set to achieve in 2014.
Jeremy Gillman-Wells CFP®, has been awarded both the Australian Capital Territory and National Future2 Community Service Best Practice Award. Jeremy volunteers his time as a pro bono CFP® practititioner, and his work with the NSW Cancer Council speaks to the transformational power of quality financial advice.
Mr. Rantall said, “I offer my personal congratulations to James, Mark and Jeremy on their significant achievements in financial planning and commend their work. I would also like to thank them for the extraordinary service they give not only their clients but our professional community as well. Through the quality advice they provide, James, Mark and Jeremy are making a difference in the lives of many, many Australians and in the future of the financial planning profession.”
Find out more about the State Winners and Runners Up.