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.
ANNOUNCING 2021 FPA AWARDS WINNERS
Hear from the winners of the 2021 FPA Awards
FPA CERTIFIED FINANCIAL PLANNER® Professional of the Year Award
Kathryn Creasy CFP® – Capital Partners Private Wealth Advice (WA)
FPA Professional Practice of the Year Award
Apt Wealth Partners (NSW)
FPA Financial Planner AFP® of the Year Award
Leanne Bielik AFP® – 2020 Wealth (VIC)
FPA Advice Innovation Award
Daniel Thompson AFP® – Finnacle (NSW)
FPA Paraplanner of the Year Award
Andrew Mann CFP® – Tupicoffs (QLD)
FPA University Student of the Year Award
Nicole Gardner – Kaplan Professional (VIC)
FPA Community Service Award, supported by the Future2 Foundation
Peter O’Connell CFP® – PPT Financial (VIC)
2021 FPA AWARDS FINALISTS
Congratulations to the finalists of the FPA Awards 2021:
FPA CERTIFIED FINANCIAL PLANNER® Professional of the Year Award
Kathryn Creasy CFP® – Capital Partners Private Wealth Advisers (WA)
Matthew Meehan CFP® – Lifesolver Financial (NSW)
Naomi Mee-Martino CFP® – Bastion Financial Group (WA)
Mark O’Flynn CFP® – Tupicoffs (QLD)
FPA Professional Practice of the Year Award
Alman Partners (QLD)
APT Wealth (NSW)
Enlightened Financial Solutions (QLD)
FPA Financial Planner AFP® of the Year Award
Leanne Bielik AFP® – 2020 Wealth Pty Ltd (VIC)
Michelle Maguire AFP® – MLC Advise (NSW)
Craig Phillips AFP® – Phillips Wealth Partners (ACT)
FPA Advice Innovation Award
Josh Pennell CFP® – Prosper Advisory Financial Services (VIC)
Daniel Thompson AFP® – Finnacle (NSW)
FPA Paraplanner of the Year Award
Andrew Mann CFP® – Tupicoffs (QLD)
Elora Shine – Cooper Wealth Management (NSW)
FPA University Student of the Year Award
Nicole Gardner – Kaplan Professional (VIC)
Martin Jack – Griffith University (QLD)
Matthew Kanizay – Deakin University (VIC)
Melina Pisani – Deakin University (VIC)
Renae Poole – Griffith University (QLD)
Aaron Skow – Kaplan Professional (NSW)
FPA Community Service Award, supported by the Future2 Foundation
Fran Hughes CFP®
Peter O’Connell CFP®
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.
FPA 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®
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
- 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
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)
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