The Financial Planning Association (FPA) conference 2011 has concluded in Brisbane with the association’s focus on professionalism underpinned by its inaugural Best Practice Awards. Five members were recognised in three categories at the FPA National Conference Gala Dinner.
The Best Practice Awards replace the previous Value of Advice Awards and, according to the FPA, aim to “recognise the superior outcomes for clients when professional financial planning expertise is provided in line with the FPA Code of Professional Practice and Code of Ethics”.
Entrants are also judged on areas such as practice management, business model, professional development, client testimonials and work with the local community.
FPA chief executive Mark Rantall says the high quality of the entries received further demonstrated the higher standards of professionalism and commitment FPA members provide to their clients.
“The standard of the submissions was outstanding, and further reminds us of the valuable advice and service our members offer Australians,” he said.
“These winners carry the torch of professionalism on behalf of the FPA and our members.”
The national winners of the inaugural FPA Best Practice Awards are:
FPA Certified Financial Planner Professional Practice Award Pippa Elliot CFP, Momentum Planning (WA)
FPA Associate Financial Planner Best Practice Award Michael Smith AFP, Pure Financial Management Pty Ltd (SA) Jim Fenwicke AFP, Fenwicke Financial Services (NSW)
Future2 Community Service Best Practice Award
Charles Badenach CFP, Shadforth Financial Group (TAS)
Ross Shepherd CFP, TBA Financial Services (NSW)
