News in Brief

ClearView Advice Exec Joins Fortnum

The former Dealer Group Operations Manager at ClearView, Jenny Psathas, has joined boutique advice group Fortnum Private Wealth as Head of Operations.

Psathas, who was responsible for the operations of Matrix Planning Solutions and ClearView Financial Advice, will join Fortnum’s leadership team and report directly to Managing Director, Neil Younger.

Prior to ClearView, Psathas held operational roles at BW Financial Advice and Commonwealth Bank.


FPA Names Award Finalists

The FPA has announced the shortlist for all six categories of the 2017 FPA Awards ahead of the presentation ceremony at FPA Professionals Congress in Hobart on 23 November.

The awards, which cover financial planners, paraplanners, students and practices, recognise individuals and businesses who demonstrate a commitment to delivering excellent outcomes for clients, and who have made a notable contribution to their local community.

FPA Chief Executive, Dante De Gori said there had been a record number of entries for this year’s awards.

FPA Certified Financial Planner Professional of the Year Award
Paul Benson CFP – Guidance Financial Services
Michael Hayward CFP – Capital Partners Consulting
Robert Zammit CFP – RSM Financial Services Australia

FPA Financial Planner AFP of the Year Award
Felicity Cooper AFP – Cooper Wealth Management
Nicholas Lloyd AFP®– ITL Financial Planning
Patricia Soares Garcia AFP® – WB Financial

FPA Paraplanner of the Year Award
Adriana Brink AFP – Alman Partners
Laura Buckley AFP – Momentum Planning
Travis Schindler – Hewison Private Wealth

Future2 Community Service Award
Mary-Louise Gnoato AFP – Commonwealth Financial Planning
Luke McCoy CFP – Elevate Financial Solutions
Reuben Zelwer CFP – Adapt Wealth Management

FPA Professional Practice of the Year Award
Capital Partners Private Wealth Advisers – Perth (WA)
Eureka Whittaker Macnaught – Sydney & Brisbane (NSW & QLD)
MBA Financial Strategists – Adelaide (SA)

FPA University Student of the Year Award
Azaria Bell
Jonathon Halls AFP
David Steyn


Future2 Gives $130K in Grants

In related news, Future2, the philanthropic arm of the FPA has awarded $133,000 in grants this year to community not-for-profit organisations with programs for socially and financially disadvantaged young Australians.

Grants were awarded to 14 charity organisations across Australia, each endorsed by a local FPA member who was involved in raising funds for the programs, engaged in volunteer work and provided pro bono services.

In the ten years since launching the Future2 Foundation has committed $823,000 in support to disadvantaged young Australians and funded projects in the areas of financial literacy, skills training, work experience, community service and mentoring.