Saturday, 4 February, 2012 3:26 PM AEST


log in / free register · change details · about · contact · subscribe · newsletter · advertise · mobile recent searches: federal budget, examples, steve mazzarelli, jason sourasis, 10 largest,
 

Helmich granted FPA life membership

Association awards peers

Vishal Teckchandani
By Vishal Teckchandani
Mon 03 Dec 2007

FPA grants life membership, distinguished service and paraplanner awards.


The FPA board has granted life membership to AMP director of financial planning Steve Helmich for his service to the industry.

Helmich said he was humbled by the honour.

"It is all part of the journey to lift financial planning in Australia. People get involved with the FPA because they have the view that financial planners have a play in creating a better Australia," Helmich said.

Four FPA members won distinguished service awards, which were announced at the association's national conference on Friday.

AMP financial planner Max Bourne, Future Plus business relationship manager Lin Burgess, Roan Financial compliance and system coordinator Toni Roan and Rise Financial director Phillip Thompson were also honoured.

The national paraplanner of the year award went to Mercer Wealth Solutions' Martin Letch, who was also the South Australian state winner.

Other state paraplanner awards went to: Pinnacle Planners' Tim Wortlehock from Western Australia, Mercer Wealth Solutions' Jessica Cruickshanks from Queensland, Piccadilly Financials' Simone Burton from New South Wales and Arthur Baars from Victoria, who was most recently at National Australia Bank.

"Paraplanners play a vital role behind the scenes, assisting financial planning professionals deliver the best outcomes for their clients," newly appointed FPA chair Julie Berry said.

"They deserve public recognition for their hard work."

Go to today's InvestorDaily news

More stories by this author


 

Latest videos

VIDEO: Getting good returns from super

An insight into the investment strategy behind legalsuper.... Watch»

Financial planners brace for change

Investors stand to reap big benefits from upcoming reforms.... Watch»

VIDEO: Automatic for the people

Roundtable: group insurance tackles online insurance ... Watch»

Wouter Klijn

Stick to the rules

The government's proposal to introduce a carbon tax is likely to affect not only ESG policies, but also investment returns.... read more »

Home delivered!

Daily news, weekday mornings

Get the day's news delivered direct to your inbox. Register here (it's free!) and choose 'yes' to receive the InvestorDaily newsletter.

Money on the move

LUCRF awards Aviva Investors bond mandate »
Industry fund LUCRF has entrusted Aviva Investors with a bond mandate that targets low volatility and low correlation to traditional bond and equity markets.

Talent2 chooses ClickSuper »
Talent2 has selected ClickSuper as the e-commerce engine to pay super contributions and other employee deductions.

Kate Kachor

AMP's fifth pillar dream stays alive

I have had many chats with participants in the industry over how the proposed merger between AMP and Axa Asia Pacific (Axa AP) would pan out.... read more »

 

 
© Copyright 2009 Morningstar Australasia Pty Limited · legal · privacy policy · linking to us · community · powered by RedDot