Geographe Financial Group News Flash April 2015 Gerrald Lippman Trophy Awarded To Bill O’Byrne The directors and team at Geographe Financial Group are very proud to share our news that Bill O’Byrne was recently presented the Gerald Lippman Perpetual Trophy for 2014. Since 1989, the Gerald Lippman Perpetual Trophy has been awarded to the adviser who has made the greatest contribution Managing Director of Charter Financial Planning at the recent Gala Awards night in March winding up the recent Charter FP Adviser Summit held in Perth. Charter Financial Planning Managing Director Kevin Stone said the awards night shines a light on the community of professional financial planners Mr Stone acknowledged Bill's contribution to the adviser community spanning almost 40 years. “A deserved accolade for Bill in recognition of the great contribution he's made to the business, his community and the profession.” AMP Tomorrow Fund AMP invites Australians from all walks of life, across all fields of endeavor to take their great ideas and consuming passions to the Kevin Stone (Managing Director of Charter Financial Planning), Bill O’Byrne (Geographe Financial Group), Dennis Bateman (2013 recipient), Craig Meller (CEO & Managing Director of AMP), Paul Williams (Network Director AMP Advice) to the progress and development of Charter’s advice community. The award considers the contribution the adviser has made to the financial planning profession, their involvement within their community, the support they offer their colleagues and the quality of their practice. The Trophy was presented to Bill by Kevin Stone who improve the lives and wellbeing of hundreds of thousands of Australians each year, helping them to live their best life. next level. Applications for the AMP Tomorrow Fund are now open. Last year we discovered many inspirational Aussies who just needed the means to bring their dreams to life. Meet AMP's Tomorrow Makers 2014 “Recognising advisers in this way acknowledges the passion and commitment they show in helping their clients navigate through life’s financial journey.” at ampstomorrowfund.com.au. If you have any questions, please email [email protected] More reasons to Celebrate Geographe Financial Group Leaders Again Geographe Financial Group has once again been recognised by Charter Financial Planning as a Leader Practice at the recent Charter FP Summit Awards Night. Our team was honored to receive this recognition, given Charter FP is a large respected licensee within the AMP structure with over 800 advisers Australia wide and to be recognised in the Top 20 practices is a proud achievement. Being a Leader over the past 5 years has enabled Geographe Financial Group access to increased educational opportunities for our advisers and staff and assistance with building on the quality of advice delivery, access to research and senior industry figures as well as vital business operations support. Also, being a leader with Charter FP makes us one of the best of the best licensee’s in Australia, with Charter FP being voted in the top 3 licensees in Money Management’s Dealer Group of the Year Awards. Value of Advice Finalist Awarded to Justin Chandler We are also proud to announce that Justin was one of three WA finalists in the Charter FP Value of Advice Award. The award is determined upon consideration of real case studies. The case Justin presented was recognised for his commitment insight and sensitivity as a planner ensuring significant material change to his client’s financial future. Left: Geographe Financial Group Celebrate at the Charter Advice Summit Gala Presentation Night at Perth Convention Centre Busselton Unit 3 & 4, Palm Court Arcade, 64 Kent St, BUSSELTON WA 6280 Phone: 08 9752 3344 | Fax: 08 9752 3361 | Email: [email protected] | Web: www.geographefinancial.com.au\ Bunbury 7B Parkfield Street, BUNBURY WA 6230 Phone: 08 9791 2533| Fax: 08 9791 2543| Email: [email protected] Geobay Nominees Pty Ltd (ABN 12 137 790 124) trading as Geographe Financial Group is an Authorised Representative of Charter Financial Planning Limited, Australian Financial Services Licensee We are a Certified Quality Advice Practice, awarded by Charter Financial Planning Limited. Certification is based on our industry qualifications, demonstrated best practice operations and proven success in meeting the financial planning needs of clients.
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