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 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 mentioned the CFP Certification Program was a really rewarding expertise.
“I’m glad I endured in finishing the CFP program as a result of it undoubtedly required loads of work and rigour to finish,” Ms Pham mentioned.
“It’s fairly simple to grow to be distracted by the noise in the case of advising on sure subjects with purchasers. 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 obtainable to new advisers such because the CFP program will convey monetary planning to the subsequent stage and assist them to reside as much as their potential. Extra nice advisers means we are able to reside as much as really turning into a occupation.”
FAAA chief govt officer Sarah Abood congratulated Ms Pham for the award.
“Kristine is a shining instance of what the monetary planning occupation can obtain for purchasers when it’s at its finest. Gwen was devoted to the very best ranges of professionalism in monetary planning, and I’ve all the boldness 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 occupation and equip planners with the abilities and confidence wanted to offer the very best quality monetary recommendation to Australians once 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 almost 5 per cent from final yr. It’s a image of excellence for monetary planners around the globe who’re actively dedicated via increased schooling and accountability to adhering to world-class skilled and moral requirements. The CFP designation gives monetary planning professionals a approach to differentiate themselves within the occupation.
For extra data on the CFP Certification Program, go to https://faaa.au/financial-planning-education/cfp-certification/