Awards
Recognition for our commitment to delivering the highest quality advice.
Over the last 15 years Momentum Planning has sought to deliver the highest level of professional advice to our valued clients. These prestigious awards are testament to this commitment and quality we strive to deliver.
Independent Financial Adviser (IFA) Excellence Awards 2017
Momentum Planning – National Boutique Advice Firm of the year
Independent Financial Adviser (IFA) Excellence Awards 2016
Momentum Planning – National Winner of Best Client Servicing Company
Financial Planning Association of Australia Best Practice Awards 2013
WA State Winner AFP Category – Amanda Jarosz AFP
Financial Planning Association of Australia Best Practice Awards 2012
WA State Winner AFP Category – Beverly Harvey AFP
Financial Planning Association of Australia Best Practice Awards 2011
WA State Winner CFP Category – Pippa Elliott CFP
National Winner CFP Category – Pippa Elliott CFP
Financial Planning Association of Australia Value of Advice Awards 2007
WA State winner Wealth Accumulation Category – Pippa Elliott CFP
National winner Wealth Accumulation Category – Pippa Elliott CFP
Financial Planning Association of Australia Value of Advice Awards 2006
WA State winner Wealth Accumulation Category – Pippa Elliott CFP
National winner Wealth Accumulation Category – Pippa Elliott CFP
Experience Award-Winning Service
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