Financial Planner Awards Archives - Newcastle Financial Planners & Financial Advisors https://financialplanner-newcastle.com.au/tag/financial-planner-awards/ 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 Financial Planner Awards Archives - Newcastle Financial Planners & Financial Advisors https://financialplanner-newcastle.com.au/tag/financial-planner-awards/ 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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]]> Financial Planning Association 2012 Awards https://financialplanner-newcastle.com.au/financial-planning-association-2012-awards/ Mon, 10 Dec 2012 00:49:37 +0000 http://financialplanner-newcastle.com.au/?p=1269 FPA announces 2012 NSW Best Practice Award Winners, 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 State Runner-up of the 2012 Financial Planner Best Practice Awards. 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 […]

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]]> Newcastle Financial Advisor Award Winner 2012

FPA announces 2012 NSW Best Practice Award Winners, 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 State Runner-up of the 2012 Financial Planner Best Practice Awards.

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.Financial Planner Awards

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.

Andrew, a Chartered Accountant and specialist in self-managed superannuation, has also been recognised in the past as one of the top 10 financial planners in Australia awarded by AFR Smart Investor.   

 
Note

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. For more information, visit http://www.fpabestpractice.com.au/
 

Speak with Andrew Frith Today for your financial advice requirements

 

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]]> Australia’s Top 50 Financial Planners https://financialplanner-newcastle.com.au/australias-top-50-financial-planners/ https://financialplanner-newcastle.com.au/australias-top-50-financial-planners/#comments Wed, 18 Jan 2012 00:48:15 +0000 http://financialplanner-newcastle.com.au/?p=1036 Today the Financial Review Smart Investor congratulated Andrew Frith of Leenane Templeton Wealth Management for his outstanding achievement making the Nations Top 50 Honour roll in the 2012 Masterclass for Financial Planning.  Andrew achieved the top financial planner award through examination and is delighted to be in the Nations top 50 financial planners.  This is the fourth time Andrew has won a position in the top 50. "This award demonstrates our commitment to continually update our knowledge through training and development in order to provide valuable up to date advice to our clients.  We believe that our clients should benefit from an exceptional service and high professional standards." said Andrew Frith of Leenane Templeton Wealth Management Pty Ltd. Andrew has been a Chartered Accountant for 15 years with 20 years of experience as a practising accountant. He is also, a Fellow of the Taxation Institute of Australia, a SMSF Specialist Advisor, a Senior Associate of FINSIA and an Affiliate Member of the Financial Planning Association.  He has also been recognised in recent months by the Financial Planning Association as chapter winner of the 2011 Best Practice Awards. Speak with one of the Nations top financial planners today, email wealth@leenanetempleton.com.au    One of the […]

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]]> Top Financial Planner


Today the Financial Review Smart Investor congratulated Andrew Frith of Leenane Templeton Wealth Management for his outstanding achievement making the Nations Top 50 Honour roll in the 2012 Masterclass for Financial Planning.  Andrew achieved the top financial planner award through examination and is delighted to be in the Nations top 50 financial planners.  This is the fourth time Andrew has won a position in the top 50.

"This award demonstrates our commitment to continually update our knowledge through training and development in order to provide valuable up to date advice to our clients.  We believe that our clients should benefit from an exceptional service and high professional standards." said Andrew Frith of Leenane Templeton Wealth Management Pty Ltd.

Andrew has been a Chartered Accountant for 15 years with 20 years of experience as a practising accountant. He is also, a Fellow of the Taxation Institute of Australia, a SMSF Specialist Advisor, a Senior Associate of FINSIA and an Affiliate Member of the Financial Planning Association.  He has also been recognised in recent months by the Financial Planning Association as chapter winner of the 2011 Best Practice Awards.

Speak with one of the Nations top financial planners today, email wealth@leenanetempleton.com.au

 

Australia Top financial planners

 One of the Nations Top Financial Planners – Andrew Frith

 

How does this benefit you?

Choosing a financial planner or advisor can be difficult, particularly when there are thousands to choose from and its a very personal and private business.  How do you know whether you actually have a good financial planner?  The Australian Financial Review Smart Investor Masterclass for Financial Planning award demonstrates that Andrew will deliver high quality advice with an intimate and up-to-date understanding of the rules and regulations that govern our financial affairs.  A list of other top financial planners is available here.

We would be happy to help with your financial planning requirements, whether you are young or old we can help to identify the best financial strategies available to you.  Call our experts today to discuss your current financial situation and your goals. 

 

Meet top financial planners today

Book an appointment with Andrew today

 

Best Financial Planner Awards

Also visit:

Self Managed Super Funds Advice

Newcastle Financial Advice

Leenane Templeton Chartered Accountants

Newcastle Business Accountants

 

 

Top Financial Planners


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