Finalist in FPA Financial Planner AFP® of the Year Award
We are proud to announce that Nick Lloyd, Financial Adviser and ITL Financial Planning Owner, has been nominated as 1 of only 3 finalists for the FPA Financial Planner AFP® of the Year Award.
The Financial Planning Association (FPA) is a professional association of members who are committed to a higher code of ethics and professional conduct. Therefore, we can be assured that Nick is being benchmarked against the most professional financial advisers in Australia.
The awards celebrate individuals who demonstrate a commitment to delivering excellent outcomes for clients, and those who have made a notable contribution to their local community.
Nick would like to point out that the award also celebrates and recognises the success of the team. He would also like to take this opportunity to thank all our clients for their ongoing support and contribution in making ITL the business it is today. We aim to continue to deliver the best possible advice and service to you well into the future.
The winner will be announced at the FPA Professionals Congress in Hobart on 23 November.
You can read the full article here
ITL Financial Planning and its advisers are Authorised Representatives of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306. www.fortnum.com.au. Any information on this website is general advice only and does not take into account any person's objectives, financial situation or needs. Please consider your own circumstances and consider whether the advice is right for you before making a decision. Always obtain a Product Disclosure Statement (if applicable) to understand the full implications and risks relating to the product and consider the Statement before making any decision about whether to acquire the financial product.
