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Local independent firm, Alman Partners True Wealth, has been named the best Professional Financial Planning Practice in Australia, taking out the 2022 Financial Planning Association (FPA) Awards – Professional Practice of the Year.
Senior Financial Advisers & Partners of the firm, Stephen Lowry & Teneale Laister were present in Sydney at the FPA Congress in late November to accept the award.
“It certainly has been a journey,” Managing Partner Stephen Lowry said.
“Our firm started from humble beginnings with Mackay local Scott Alman in 1985. We now have 2 offices, opening our Brisbane location in 2020, and a team of 30, including some of the highest qualified Financial Advisers in the profession.
“Providing our clients with world-class advice and a 5-star experience has always been a focus for us, and we feel truly humbled by this acknowledgement for the work we do each and every day,” says Mr Lowry.
One of Alman Partners’ goals is to make financial advice universally accessible, and in early 2022 launched its self-directed investment platform, AP Direct Invest. Utilising Nobel-prize-winning academic research as a foundation, 6 portfolios have been developed taking in 37 years of operating in the profession to create a low-cost entry-level investment option. Due to legislation and upheaval in the financial services industry in recent years, seeking full-service financial advice has become cost prohibitive to some investors, especially those starting out. Alman Partners holds a high belief that through continual education and a starting platform, these young investors over time will benefit from holistic advice.
As a founding member of a now global association of like-minded firms, Alman Partners is heavily involved with the Global Association of Independent Advisors (GAIA). This Association aims to share best practices in the profession whilst supporting the next generation of Financial Advisers. A 2nd generation Association has now formed with the focus of nurturing these emerging financial leaders, 2 of Alman Partners’ Advisers sit on this committee.
With a mission to Lead, Educate and Inspire, Alman Partners hosts a radio segment each month on ABC Tropical North Radio and has a scholarship programme for those studying financial planning through CQ University.
“We are thrilled to be able to bring world-class investment solutions to regional Queensland,” says Teneale Laister.
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