The Financial Planning Association has announced the four individual winners of its 2022 FPA Awards and the firm which won the Professional Practice of the Year Award.
The association announced that the winner of the FPA Certified Professional Planner, Professional of the Year Award was Andy Reynolds CFP of EFS Advice. It says the award acknowledges his commitment to the profession, “…and the care and diligence he shows clients who are going through life altering events.”
The winner of the FPA Professional Practice of the Year Award was Alman Partners based in Mackay, QLD.
The FPA notes the judges selected Alman Partners “…based on its clear succession plan, which involved supporting advisers to becoming partners in the practice, and its continued commitment to diversity.”
The judging panel was also impressed by the in-depth annual audit the practice undertakes to be accredited with the Global Fiduciary Accreditation (currently held by just seven Australian firms).
Lili Hong AFP from Future Gen Solutions was the winner of the FPA Financial Planner AFP of the Year Award. The judges commended her dedication to building a reputable career as a financial planner.
“As an advocate for the profession and its future, Lili demonstrated dedication to her clients, and assisted those in need while looking for unconventional solutions to help migrants understand Australia’s complex financial services system.”
The FPA University Student of the Year Award was awarded to Matthew Kanizay of Deakin University.
The Gwen Fletcher Memorial Award recognises the highest performing student in the final unit of the CFP Certification Program. Brigitta Hembrow Gersey from Elston Private Wealth was the 2022 Semester One winner of the honorary award named after the late “first lady of financial planning”, Gwen Fletcher.
FPA CEO Sarah Abood said that Reynolds approach to supporting his clients’ understanding of complex financial issues, “…especially those clients with cognitive issues, is truly moving. Andy really does go above and beyond for his clients and his use of tools such as diagrams and videos to help support clients’ understanding is a practical demonstration of that.”
She said that his depth of knowledge in his specialty field, and his understanding of both the tangible and intangible impacts of his advice, impressed the judges.
The winners were announced at the FPA Professionals Congress in Sydney.
