November 24, 2017
The FPA has named the recipients of its annual awards at its recent Professionals Congress held in Hobart with a Western Australian planner and practice winning the leading awards.
The FPA selected Michael Hayward, of Capital Partners Private Wealth Advisers, in Perth as the recipient of the FPA Certified Financial Planner Professional of the Year Award in recognition of his client service, one page Statement of Advice and mentoring of other industry professionals.
Capital Partners Private Wealth Advisers, where Hayward is a Private Client Adviser, also won the FPA Professional Practice of the Year Award and was recognised as being a leader in promoting professional advice, its focus on educating clients and its ongoing contribution to the community.
Brisbane-based planner, Patricia Soares Garcia, of WB Financial, was named as the recipient of the FPA Financial Planner AFP of the Year Award for 2017 in recognition of coaching work with clients and mentoring work with other industry practitioners.
The FPA Paraplanner of the Year Award was given to Adriana Brink, of Mackay-based Alman Partners, for her technical skills and ability to execute complex strategies and pro bono assistance with Aged Care and Centrelink clients.
Two students were also recognised by the FPA with Azaria Bell, of Griffith University, named as the FPA University Student of the Year in recognition of her academic excellence and encouraging student her peers to consider a career in financial planning.
Michael Forer, from Next Level Financial Services in Melbourne, received the Gwen Fletcher Memorial Award which recognises the highest performing student in the final unit of the CFP Certification Program.
The FPA also recognised contributions to the community with Reuben Zelwer, of Adapt Wealth Management in Melbourne, selected as the winner of the Future2 Community Service Award.
Zelwer received the Award for work with people going through personal and financial hardship and has over the past decade set up and grown financial services support to members of Jewish Care Victoria, including a financial counselling service and financial literacy for high school students.