Celebrating outstanding financial planners, paraplanners, university students and FPA Professional Practices.
The FPA Awards are designed to recognise members who deliver the highest standards of professional and trusted advice to Australian consumers, as well as those who have gone above and beyond to support their local community through pro bono and volunteer work.
Now more than ever, we want to shine the light on the positive, life-changing advice that you give to your clients. Help us change the conversation and share the good stories about financial advice. By supporting the FPA Awards, you can help us celebrate commitment, talent and passion within our profession.
The FPA congratulates the 2020 Awards finalists
FPA CERTIFIED FINANCIAL PLANNER® Professional of the Year Award
Zacary Leeson CFP® – HPH Solutions (WA)
James McFall CFP® – Yield Financial Planning (VIC)
Stevie-Jade Turner CFP® – Tribeca Financial (VIC)
FPA Professional Practice of the Year Award
Alman Partners (QLD)
Collins SBA (TAS)
HPH Solutions (WA)
Muirfield Financial Services (VIC)
FPA Financial Planner AFP® of the Year Award
Felicity Cooper AFP® – Cooper Wealth Management (QLD)
Nat Daley AFP® – Hard Line Wealth (NSW)
Craig Phillips AFP® – Phillips Wealth Partners (ACT)
FPA Advice Innovation Award
Cameron Teague CFP® – CT Wealth Advisory (QLD)
Corey Wastle CFP® – Verse Wealth (VIC)
James Wortley CFP® – Enlightened Financial Solutions (QLD)
FPA Paraplanner of the Year Award
Chris O’Shea – Tupicoffs (QLD)
Daniel Ryan – Cooper Wealth Management (QLD)
Emma Zwaan – Capital Partners Private Wealth Advisers (WA)
FPA University Student of the Year Award
Miles Kitts – Charles Sturt University (SA)
Crystal Leckonby – Griffith University (QLD)
Virginia Stenner – CQ University (QLD)
Anthony White – TAFE NSW (NSW)
FPA Community Service Award supported by the Future2 Foundation
Brian Dooley CFP® – Shadforth Financial Group (QLD)
Tracey Edwards CFP® – First Advice Solutions (SA)
Shane Hayes – Family Aged Care Advocates (NSW)
Key dates
| Monday 3 August |
Applications open |
| Monday 31 August |
Applications close |
| Early October |
Finalists announced |
| Monday 19 – Friday 30 October |
Finalists’ presentation week
Finalists must be available this week to present to the judging panel |
| November |
Winners announced |
Award Categories
FPA CFP® Professional of the Year Award
This category recognises CFP® professionals who have delivered best practice advice that has led to superior client outcomes. Awards in this category will recognise worthy CFP® professionals who have demonstrated the highest professional standards embodied by an FPA member.
View application process
Prize
- FPA membership renewal 2021/22
- Attendance to FPA Professional Congress 2021, excluding flights and accommodation
- Personalised email signature (for winners and finalists)
- Exclusive media and promotional opportunities during 2020/21 including: profile in FPA’s Money & Life magazine and media opportunities with trade and consumer journalists.
Judging panel
- Alison Henderson CFP®, FPA Board
- David Sharpe CFP®, FPA Board
- Michelle Tate-Lovery CFP®, FPA Board
FPA Professional Practice of the Year Award
This category that recognises the top-performing practice in the FPA Professional Practice program that is supporting planners to deliver better client outcomes.
View application process
Prize
- FPA membership renewal 2021/22
- Attendance to FPA Professional Congress 2021 (one individual ticket), excluding flights and accommodation
- Personalised email signature (for winners and finalists)
- Exclusive media and promotional opportunities during 2020/21 including: profile in FPA’s Money & Life magazine and media opportunities with trade and consumer journalists.
Judging panel
- David Andrew AFP®, Capital Partners Private Wealth Advisers
- Jason Andriessen CFP®, CoreData
- Phillip Win CFP®, Profile Financial Services
FPA Financial Planner AFP® of the Year
This category recognises Financial Planner AFP® members who have delivered best practice advice that has led to superior client outcomes. Awards in this category are intended to encourage and recognise the achievement of AFP® professionals who reflect a commitment to excellence by demonstrating higher standards and a commitment to professional development, including a clear path to achieving CFP® certification.
View application process
Prize
- FPA membership renewal 2021/22
- Attendance to FPA Professional Congress 2021, excluding flights and accommodation
- Personalised email signature (for winners and finalists)
- Exclusive media and promotional opportunities during 2020/21 including: profile in FPA’s Money & Life magazine and media opportunities with trade and consumer journalists.
Judging panel
- Vicky Ampoulos
- Marisa Broome CFP®, FPA Board Chair
- Mark O’Toole CFP®, Ascent Private Wealth
FPA Advice Innovation Award NEW
The FPA is committed to encouraging members to innovate their advice process through the use of modern technology and digital delivery of advice to consumers. We are proud to introduce an award category to celebrate and highlight the efforts made by members to innovate their advice processes – from initial engagement through to the management of the ongoing relationship.
Members are encouraged to apply where they have automated their advice process or used technology in new and novel ways during the engagement, initial advice delivery process and ongoing services.
View application process
Prize
- FPA membership renewal 2021/22
- Attendance to FPA Professional Congress 2021, excluding flights and accommodation
- Personalised email signature (for winners and finalists)
- Exclusive media and promotional opportunities during 2020/21 including: profile in FPA’s Money & Life magazine and media opportunities with trade and consumer journalists
Judging panel
- Fraser Jack, Advice Intelligence
- Ben Marshan CFP®, FPA
- Andy Marshall, IOOF
FPA Paraplanner of the Year Award
This category recognises a Paraplanner who has demonstrated excellence in paraplanning. The award is open to FPA Paraplanner members.
View application process
Prize
- FPA membership renewal 2021/22
- Attendance to FPA Professional Congress 2021, excluding flights and accommodation
- Personalised email signature (for winners and finalists)
- Exclusive media and promotional opportunities during 2020/21 including: profile in FPA’s Money & Life magazine and media opportunities with trade and consumer journalists
Judging panel
- Adriana Brink AFP®
- William Johns CFP®, FPA Board
- Mark O’Toole CFP®, Ascent Private Wealth
FPA University Student of the Year Award
The University Student of the Year award recognises a student enrolled in either a Bachelor or Master’s Degree, who has demonstrated outstanding achievements and commitment to their studies and shown dedication to the financial planning industry and the FPA. The award is open to all FPA student members.
View application process
Prize
- Attendance to FPA Professionals Congress 2021, including flights and accommodation (to be redeemed by 31 December 2021)
- FPA membership, to be redeemed by 31 December 2021
- Entry into the FPA Emerging Professional Network program
- Opportunity for 3 mentoring sessions with a CFP® professional, organised by the FPA
- Personalised email signature (for winners and finalists)
- Exclusive media and promotional opportunities during 2020/21 including: profile in FPA’s Money & Life magazine and media opportunities with trade and consumer journalists
Judging panel
- Diana Burgarcic, TAFE NSW
- Anne Palmer, FPA
- Sharon Taylor, Western Sydney University
FPA Community Service Award supported by the Future2 Foundation
This award will be given to an FPA member who has demonstrated their strong commitment and hard work within the community through the Future2’s grant application process, by endorsing a charity to receive a grant in 2020. The winner of this award is determined by the Future2 Grants Committee.
Prize
- FPA membership renewal 2021/22
- $2000 to the winner’s chosen charity that supports youth 12-25 years, provided by the Future2 foundation
- Attendance to FPA Professional Congress 2021, excluding flights and accommodation
- Personalised email signature
- Exclusive media and promotional opportunities during 2020/21 including: profile in FPA’s Money & Life magazine and media opportunities with trade and consumer journalists
2019 FPA Award winners
FPA CFP® Professional of the Year Award
Andrew Dunbar CFP® – Apt Wealth Partners (VIC)
FPA Professional Practice of the Year Award
Capital Partners Private Wealth Advisers (WA)
FPA Financial Planner AFP® of the Year Award
Crystal Bobir AFP® – Tupicoffs (QLD)
FPA Paraplanner of the Year Award
Lachlan Haigh – Tupicoffs (QLD)
FPA University Student of the Year Award
Graeme Morris – Griffith University (QLD)
Community Service award supported by the Future2 Foundation
Zacary Leeson CFP® – HPH Solutions (WA)
Community Service award supported by the Future2 Grants Committee
Louise Wegner-Parker AFP® – Morgans Financial (QLD)
Gwen Fletcher Memorial Awards
Raquel Netto CFP® – The Wealth Mentoring Group, VIC (Semester 1)
Nicky Dwyer CFP® – UniSuper Management, SA (Semester 2)
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