FAAA pronounces Gwen Fletcher Memorial Award recipient


The Monetary Recommendation Affiliation Australia (FAAA) has introduced Kristine Pham of Lipman Burgon and Companions with the Gwen Fletcher Memorial Award for semester one in every of 2023.

Named after the late ‘First Girl of Monetary Planning’, the award recognises the very best performing scholar within the CFP Certification Unit (CFP C) for every semester, with demonstrable dedication to offering high-quality monetary recommendation.

Ms Pham is a monetary adviser at Lipman Burgon and Companions, primarily based in Sydney.  She joined the agency in 2021 and has seven years expertise in monetary planning. She accomplished a Bachelor’s Diploma in Commerce on the College of New South Wales, and holds a Diploma of Monetary Planning on the Monarch Institute.

She stated the CFP Certification Program was a really rewarding expertise.

“I’m glad I persevered in finishing the CFP program as a result of it positively required a variety of work and rigour to finish,” Ms Pham stated.

“It’s fairly straightforward to develop into distracted by the noise in relation to advising on sure matters with shoppers. The CFP program encourages you to step again and see the larger image, which matches a good distance when advising in the actual world.

“Having packages accessible to new advisers such because the CFP program will convey monetary planning to the following degree and assist them to stay as much as their potential. Extra nice advisers means we are able to stay as much as really changing into a occupation.”

FAAA chief government officer Sarah Abood congratulated Ms Pham for the award.

“Kristine is a shining instance of what the monetary planning occupation can obtain for shoppers when it’s at its greatest. Gwen was devoted to the very best ranges of professionalism in monetary planning, and I’ve all the boldness in Kristine’s capacity to stay as much as that legacy.

“The CFP Certification Program will proceed to be an essential a part of the FAAA’s work to advancing the monetary planning occupation and equip planners with the talents and confidence wanted to supply the highest quality monetary recommendation to Australians after they want it most.”

The CFP designation is the most important and best-recognised monetary planning designation globally, with greater than 213,000 CFP professionals worldwide, a rise of practically 5 per cent from final yr. It’s a image of excellence for monetary planners all over the world who’re actively dedicated by means of greater schooling and accountability to adhering to world-class skilled and moral requirements. The CFP designation presents monetary planning professionals a method to differentiate themselves within the occupation.

For extra data on the CFP Certification Program, go to https://faaa.au/financial-planning-education/cfp-certification/