Congratulations Angela! Finalist in the Financial Planning Association's Value of Advice Awards
The Financial Planning Association of Australia's (FPA) Value of Advice Awards 2008 publicly acknowledge those FPA members who demonstrate 'best practice' financial advice for their clients, while also promoting the professionalism of FPA practitioner members. The awards were created to promote and define the value of professional advice.
Angela has been nominated in the area of Post-retirement planning and management which recognises financial advice for a client already in retirement and may include strategies to ensure risk and cash flow is managed effectively, looking at assets and the way they are held, identifying appropriate social security benefits and estate planning, and tax-effective income strategies.