FAAA declares 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 certainly one of 2023.

Named after the late ‘First Girl of Monetary Planning’, the award recognises the best performing pupil 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 continued in finishing the CFP program as a result of it undoubtedly required quite a lot of work and rigour to finish,” Ms Pham stated.

“It’s fairly simple to change into distracted by the noise with regards 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 true world.

“Having packages out there to new advisers such because the CFP program will deliver monetary planning to the following degree and assist them to reside as much as their potential. Extra nice advisers means we are able to reside as much as really changing into a career.”

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

“Kristine is a shining instance of what the monetary planning career can obtain for shoppers when it’s at its finest. Gwen was devoted to the best ranges of professionalism in monetary planning, and I’ve all the arrogance in Kristine’s potential to reside as much as that legacy.

“The CFP Certification Program will proceed to be an vital a part of the FAAA’s work to advancing the monetary planning career and equip planners with the talents and confidence wanted to offer the very best quality monetary recommendation to Australians once they want it most.”

The CFP designation is the biggest 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 way of greater schooling and accountability to adhering to world-class skilled and moral requirements. The CFP designation provides monetary planning professionals a solution to differentiate themselves within the career.

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