Certified Financial Planner of the Year National Finalist

A Special Announcement

We are delighted to share the news that James McFall, Managing Director and Principal Adviser of Yield Financial Planning has been selected as a National Finalist for this years Certified Financial Planner of the year Award.

With the winner to be announced at the Financial Planning Association (FPA) National congress in Sydney, on November 22nd, this award is considered the highest honour for a Financial Planner. The FPA say:

"The FPA Awards are designed to recognise best practice financial planning, and FPA members who have gone above and beyond for their local community."

The CFP designation is widely viewed as the pinnacle of academic achievement for Financial Planners in Australia and to be recognised as a finalist amongst peers is a fantastic outcome. The emphasis of the award is to identify financial planners that put their clients at the centre of everything they do. Our first team value at Yield is ‘Client Comes First: treat clients with care and respect always’ and it is always front of mind for us in how we work as a business.

We’ll hopefully have further good news to share shortly!