MenuThe Financial Planning Association (FPA) has announced the WA state winners for its 2012 Best Practice Awards.
The awards form an integral part of the FPA’s mandate to elevate the status of financial planning to a universally respected profession and are a symbol of excellence for Australians seeking financial advice from a trusted, qualified and professional financial planner.
The awards acknowledge FPA members for the positive contribution they make to the profession throughout the year, and recognise the superior outcomes that FPA members can achieve when they provide professional advice in line with the FPA Code of Professional Practice and Code of Ethics.
Winners and runners-up for the prestigious awards were chosen from the large number of submissions received throughout the nomination period, and the FPA is proud to announce the WA winners as follows:
Rob Pyne CFP®, HPH Solutions, Como, has been awarded FPA CERTIFIED FINANCIAL PLANNER® Professional Best Practice Award. This award recognises worthy CFP® professionals who have demonstrated the highest professional standards embodied by an FPA member. Rob’s submission also achieved a national highly commended designation. In addition to this accolade, PortfolioConstruction Forum presented Rob the choice of complimentary attendance to their Market Summit or Conference in 2013.
Beverly Harvey AFP®, Momentum Planning, Como, has been awarded FPA Financial Planner AFP® Best Practice Award. This award is designed to encourage and recognise the achievements of AFP®professional planners who reflect a commitment to both excellence and professional development.
Mr Steve Helmich, Affiliate of the FPA who is part of the judging panel, said that judging winners from such a strong field was a very challenging task. “All of the finalists in the AFP® and CFP® professional categories were impressive financial planners who demonstrated the highest professional standards.
“FPA members have always worked to increase the standard and professionalism of financial planning in Australia, and these awards acknowledge the success of the real star performers in our industry,” he said.
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Further information about the 2012 FPA Awards
Please see below for a full list of WA Best Practice Award state winners and runners-up:
FPA CERTIFIED FINANCIAL PLANNER®, Professional Best Practice Award
WA State Winner and National Highly Commended: Rob Pyne CFP®, HPH Solutions, Como,
WA State Runner-up: Troy MacMillan CFP®, The Wealth Designers, Perth
FPA Financial Planner AFP®Best Practice Award
WA State Winner: Beverly Harvey AFP®, Momentum Planning, Como
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For more information or to speak with the FPA or an award winner, please contact:
Valentina Ciampi, BlueChip Communication
T: 02 9018 8609 I M: 0404 053 001 I E: [email protected]
Note to journalists
The Financial Planning Association of Australia (FPA) is the peak professional body for financial planning in Australia. It has a network of 32 Chapters across the country, which provides business and professional development activities for more than 10,000 members. FPA practitioner members manage the financial affairs of more than 5 million Australians whose investments are valued at $630 billion. For more information, visit http://www.fpabestpractice.com.au/
CFP® and CERTIFIED FINANCIAL PLANNER® and CFP Logo Mark are certification marks owned outside the US by the Financial Planning Standards Board Ltd (FPSB). Financial Planning Association of Australia Limited is the marks licensing authority for the CFP marks in Australia, through agreement with FPSB.
