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.
Key dates
| Applications open |
Monday 2 August |
| Applications to nominate a peer close |
Monday 16 August 11:59pm AEST |
| Applications close |
Applications are now closed |
| Finalists announced |
Mid-October |
| Winners announced |
November |
How to apply
Applications for the 2021 FPA Awards are now closed.
Award Categories
FPA CFP® Professional of the Year
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 2022/23
- Attendance to FPA Professional Congress 2022, excluding flights and accommodation
- Personalised email signature (for winners and finalists)
- Exclusive media and promotional opportunities during 2022/23 including: profile in FPA’s Money&Life magazine and media opportunities with trade and consumer journalists.
Judging panel
- Alison Henderson CFP®
- David Sharpe CFP®
- Delma Newton CFP®
FPA Professional Practice of the Year
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 Professional Practice renewal 2022/23
- Attendance to a FPA Professional Congress 2022 (one individual ticket), excluding flights and accommodation
- Personalised email signature (for winners and finalists)
- Exclusive media and promotional opportunities during 2022/23 including: profile in FPA’s Money&Life magazine and media opportunities with trade and consumer journalists.
Judging panel
- Diana D’Ambra
- Julie Matheson CFP®
- Neil Kendall CFP®
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 2022/23
- Attendance to FPA Professional Congress 2022, excluding flights and accommodation
- Personalised email signature (for winners and finalists)
- Exclusive media and promotional opportunities during 2022/23 including: profile in FPA’s Money&Life magazine and media opportunities with trade and consumer journalists.
Judging panel
- Michelle Tate-Lovery CFP®
- Kearsten James CFP®
- Nat Daley AFP®
FPA Advice Innovation Award
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 2022/23
- Attendance to FPA Professional Congress 2022, excluding flights and accommodation
- Personalised email signature (for winners and finalists)
- Exclusive media and promotional opportunities during 2022/23 including: profile in FPA’s Money&Life magazine and media opportunities with trade and consumer journalists.
Judging panel
- Ben Marshan CFP®
- Andy Marshall
- Fraser Jack
FPA Paraplanner of the Year
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 2022/23
- Attendance to FPA Professional Congress 2022, excluding flights and accommodation
- Personalised email signature (for winners and finalists)
- Exclusive media and promotional opportunities during 2022/23 including: profile in FPA’s Money&Life magazine and media opportunities with trade and consumer journalists.
Judging panel
- William Johns CFP®
- Vicky Ampoulos AFP®
- Mark O’Toole CFP®
FPA University Student of the Year
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 2022, including flights and accommodation
- FPA membership, to be redeemed by 31 December 2022
- Entry into the FPA Emerging Professionals Committee
- 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 2022/23 including: profile in FPA’s Money&Life magazine and media opportunities with trade and consumer journalists.
Judging panel
- Anne Palmer
- Diana Bugarcic
- Vicky Ampoulos AFP®
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 2021. The winner of this award is determined by the Future2 Grants Committee.
Prize
- FPA membership renewal 2022/23
- $2000 to the winner’s chosen charity that supports disadvantaged youth, provided by the Future2 Foundation
- Attendance to FPA Professional Congress 2022, excluding flights and accommodation
- Personalised email signature
- Exclusive media and promotional opportunities during 2022/23 including: profile in FPA’s Money&Life magazine and media opportunities with trade and consumer journalists.
Watch the video announcement to hear from the 2020 winners…
2020 Award winners
FPA CERTIFIED FINANCIAL PLANNER® Professional of the Year
Zacary Leeson CFP® – HPH Solutions (WA)
FPA Professional Practice of the Year
HPH Solutions (WA)
FPA Financial Planner AFP® of the Year
Nat Daley AFP® – Hard Line Wealth (NSW)
FPA Advice Innovation Award
Corey Wastle CFP® – Verse Wealth (VIC)
FPA Paraplanner of the Year
Emma Zwaan – Capital Partners Private Wealth Advisers (WA)
FPA University Student of the Year
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)
ENQUIRIES?
If you have any questions or enquiries, please contact us on 1300 337 301 or by email.
Email us
