best practice Archives - Newcastle Financial Planners & Financial Advisors https://financialplanner-newcastle.com.au/tag/best-practice/ Financial Services and Advisory Firm Newcastle Thu, 26 Sep 2013 01:36:11 +0000 en-AU hourly 1 https://wordpress.org/?v=6.9.4 https://financialplanner-newcastle.com.au/wp-content/uploads/2019/11/favicon.png best practice Archives - Newcastle Financial Planners & Financial Advisors https://financialplanner-newcastle.com.au/tag/best-practice/ 32 32 Winner of the 2013 State Awards https://financialplanner-newcastle.com.au/winner-of-the-2013-state-awards/ Thu, 26 Sep 2013 01:36:11 +0000 http://financialplanner-newcastle.com.au/?p=1523 Congratulations to Andrew Frith Winner of the NSW Financial Planning Association Award, recognising excellence in financial planning. The Financial Planning Association of Australia (FPA) was pleased to announce that Andrew Frith of Leenane Templeton Wealth Management, based in Newcastle NSW, is the NSW winner of the 2013 FPA Financial Planner Best Practice Award.   The Financial Planning Association of Australia (FPA) is the peak professional body for financial planning in Australia. It has a network of 32 Chapters across the country, which provides business and professional development activities for more than 10,000 members. FPA practitioner members manage the financial affairs of more than 5 million Australians whose investments are valued at $630 billion.      The awards form an integral part of the FPA's mandate to elevate the status of financial planning to a universally respected profession and are a symbol of excellence for Australians seeking financial advice from a trusted, qualified and professional financial planner.    The awards acknowledge FPA members for the positive contribution they make to the profession throughout the year, and recognise the superior outcomes that FPA members can achieve when they provide professional advice in line with the FPA Code of Professional Practice and Code […]

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]]> Congratulations to Andrew Frith Winner of the NSW Financial Planning Association Award, recognising excellence in financial planning.

Financial Planner Awards NSW

The Financial Planning Association of Australia (FPA) was pleased to announce that Andrew Frith of Leenane Templeton Wealth Management, based in Newcastle NSW, is the NSW winner of the 2013 FPA Financial Planner Best Practice Award.
 
The Financial Planning Association of Australia (FPA) is the peak professional body for financial planning in Australia. It has a network of 32 Chapters across the country, which provides business and professional development activities for more than 10,000 members. FPA practitioner members manage the financial affairs of more than 5 million Australians whose investments are valued at $630 billion.   
 
The awards form an integral part of the FPA's mandate to elevate the status of financial planning to a universally respected profession and are a symbol of excellence for Australians seeking financial advice from a trusted, qualified and professional financial planner. 
 
The awards acknowledge FPA members for the positive contribution they make to the profession throughout the year, and recognise the superior outcomes that FPA members can achieve when they provide professional advice in line with the FPA Code of Professional Practice and Code of Ethics.
 
Winners and runners-up for the prestigious awards were chosen from the large number of submissions received throughout the nomination period, and the FPA is proud to announce the NSW winners.
 
"This award demonstrates our high standards of professionalism and commitment to providing valuable advice and service to our clients, we believe in placing the clients interests first rather than our own" said Andrew Frith of Leenane Templeton Wealth Management Pty Ltd. 
 
In January 2013 Andrew Frith from Leenane Templeton Wealth Management, a Chartered Accountant and specialist in self-managed superannuation, also won the National SMSF Best Practice Award as sponsored by SPAA (SMSF Professionals Association of Australia) and has previous won the FPA Newcastle Chapter Awards (2011) and was runner up in the FPA NSW awards 2012, Andrew has also been recognised in the past as one of the top 50 financial planners in Australia awarded by AFR Smart Investor.  
 
 
 
Newcastle-Financial-Planner-Best Practice Award

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