The Financial Planning Association of Australia The Financial Planning Association of Australia

FPA recognises Australia’s top AFP® professional at Professionals Congress

The Financial Planning Association of Australia (FPA), today announced Stephen Godfrey from Visis Private Wealth as the national winner of the 2014 FPA AFP® of the Year Award.

The Financial Planner AFP® of the Year Award is designed to encourage and recognise the achievements of AFP® professional planners who have a commitment to both excellence and professional development.

Mark Rantall, FPA CEO said: “The AFP® of the Year Award recognises financial planners that are dedicated to the world-leading FPA Code of Professional Practice.”

“The FPA code ensures that we live up to the expectations of our profession, by ensuring that financial planners are doing the right thing, acting in their clients’ best interest, and providing the highest quality advice to their clients.”

One of the judges of the award, Rob Pyne, CFP® and Director at HPH Solutions, commented on the number of high quality award entries this year: “The judging process was challenging as there was such a high standard of applications. It was very encouraging to see the quality of work that’s been done. Planners are following a rigorous process of giving advice, which reinforces the framework for giving advice consistently, in a way that gets good outcomes.”

Mr Godfrey is a private client adviser specialising in investment management, self-managed super funds, tax management and investment and wealth entities. Earlier this year he was recognised as Australia’s top rookie adviser by the IFA, for his delivery of best practice advice and aptitude and acumen to build a solid advice business and client proposition.

Mr Godfrey said “I’m extremely happy to have won this award – it makes me realise that I am on the right path. With everything that is going on in the industry at the moment, you wonder if you’re doing your best compared to everyone else – this award reaffirms that I am doing the best by my clients and it’s great to be recognised for that by the industry.”

The state winners for the FPA AFP® award were also presented today to the following:

  • Simon Podesta, Infinity Wealth Solutions, WA State winner
  • Simon McGuirk, McPhail HLG Financial Planning, VIC state winner
  • Cameron Pereira, Genesys Wealth Advisors, TAS state winner