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.
The FPA congratulates the 2020 Award winners
FPA CERTIFIED FINANCIAL PLANNER® Professional of the Year Award Zacary Leeson CFP® – HPH Solutions (WA)
FPA Professional Practice of the Year Award HPH Solutions (WA)
FPA Financial Planner AFP® of the Year Award Nat Daley AFP® – Hard Line Wealth (NSW)
FPA Paraplanner of the Year Award Emma Zwaan – Capital Partners Private Wealth Advisers (WA)
FPA University Student of the Year Award Miles Kitts – Charles Sturt University (SA)
AND
Anthony White – TAFE NSW (NSW)
FPA Community Service Award supported by the Future2 Foundation Shane Hayes – Family Aged Care Advocates (NSW)
Watch the video announcement to hear from the winners…
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 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)
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.
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.
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.
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.
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.
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.
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
ENQUIRIES?
If you have any questions or enquiries, please contact us on 1300 337 301 or by email.
