Monthly Archives: November 2014

Membership growth continues

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The Boutique Financial Planners welcomes the following 5 new members:

From South Australia,

Maurice Nistico from Nistico Sen in Port Augusta, looking to apply for his own AFSL

From Victoria, 

Paul Chalmers of Chalmers Financial in Geelong & Mildura

David Bannister of Melbourne based Sira Group

From NSW,  

Mark & Henry Pilat of Pilat Investment in the Sydney CBD

Gerry Zammit  from Zammit Partners in suburban Sydney at Gordon.

 

Great to see a spread of new members accross the States.

BFP congratulates award winners

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2014 has proved to be an resounding success for many of our members with the roll call to date being:

Tim Mackay, Quantum Financial, NSW.    

SMSF Professionals Association SMSF Adviser of the Year and National best SMSF PracticeAward

IFA Magazine Excellence Awards, SMSF Adviser of the Year

Claire Mackay, Quantum Financial.  

IFA Magazine Excellence Awards, Investment Adviser of the Year and Excellence in Advice Award (the top award, chosen from the winners of the individual award)

Stephen Godfrey, VISIS Private Wealth, QLD

IFA Magazine Excellence Awards, Rookie Adviser of the Year

FPA Associate Financial Planner  of the Year

Chris Smith, VISIS Private Wealth, 

FPA Certified Financial Planner of the Year QLD State Winner

 

In addition these and other members have been nominees/finalists for various awards during the year. We congratulate all of those members receiving industry recognition for the great work they do with clients and appreciate their input in BFP discussions about best practice when running a small AFSL.