gpfm success in 2018

Well done team gpfm!

We are so proud of our team’s great achievements in 2018! Their dedication and hard work to improve their knowledge has been inspirational.  Here are some of the highlights. 

Lucy Cunningham passed the R01 (Financial Services, Regulation & Ethics) and LP2 (Financial Services, Products & Solutions) exams 

Paige Gray passed R01 (Financial Services, Regulation & Ethics) as well as the FA2 (Pensions Administration) and already held the FA1 (Life Office Administration) exam.

As a result, both Paige and Lucy have successfully completed the Chartered Insurance Institute Level 3 Certificate in Regulated Financial Services Operations and can proudly use the CertCII (FS) accreditation after their names. Well done to both of you. The Level 3 Certificate is designed to develop essential knowledge and advance understanding of the financial services industry and is perfect for anyone who provides operational support to gpfm and the financial planners.   



Amy MacKinnon passed the AF1 (Personal Tax and Trust planning) which resulted in her achieving Advance Diploma status with the Chartered Insurance InstituteAmy has now reached the prestigious Chartered status, which is a fantastic achievement. Holders of the Chartered Financial Planner qualification are among the most experienced and most qualified people in the profession.Well done Amy. Not one to be satisfied, she has now entered for one more exam, which if successful means she will hold Fellow status with the Chartered Insurance Institute so watch this space. 

Scott Atkinson recently passed the AF7 Pension Transfer Exam. He is now able to act as a Pension Transfer Specialist within gpfm and now holds the Chartered Insurance Institute Level 4 Certificate in Pension Transfer Advice. Scott is now very close to becoming a Chartered Financial Planner. Scott is working hard to achieve Chartered status and has already entered the required exams in 2019 so watch this space for more news.  

At gpfm, we are fully committed to supporting our staff with personal development and many of them are busy studying now for more exams in 2019 so we hope to be reporting on more success this year. This is aligned with our commitment to deliver the best financial planning solutions and service to our clients who are at the centre of everything we do. 

Well done to all those who passed exams in 2018 and good luck to all those who are taking exams in 2019.