2020 FPA Awards 2020 FPA Awards

2020 FPA Awards

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


 

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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