Pippa Elliot CFP has won the inaugural FPA Certified Financial Planner Professional Practice Award.
The Award forms part of the FPA’s Best Practice recognition program, and was presented during the Gala Dinner at this year’s FPA National Conference.
Ms Elliot, from Momentum Planning in WA, said the award represented a huge opportunity to raise the bar and see financial planning develop into a profession.
“Over the years, I had just assumed that we were a profession, and embodied that in what I do, because I couldn’t see any other way to do business,” she said.
“I’m excited to be a part of the process of showcasing what professional advice looks like.”
The Association says the Best Practice Awards 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.
The Awards also recognise the efforts of Associate Financial Planners (those who have completed their FPA membership educational experience and one year’s approved practitioner experience), and those members who have delivered exceptional service to their community.
There were two winners in each of these categories:
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)
FPA CEO, Mark Rantall, said the high quality entries received further demonstrated the higher standards of professionalism and commitment FPA members provide to their clients.
“Each Best Practice Award winner has gone beyond the call of duty in their provision of financial advice to Australians and, as per FPA standards, has continued to put their clients first. It has been proven that consumers with a financial planner are financially better off than those without advice. These winners prove that, and carry the torch of professionalism on behalf of the FPA and our members.”
