We are excited to announce that the Financial Planning Association of Australia has named James McFall as a finalist of the FPA Certified Financial Planner Professional of the Year Award for Yield Financial Planning.
We are over the moon to be announced with other finalists. Being recognised with this collection of professional and trusted financial advisers is a great experience for us.
‘Chuffed to be named a top 3 national finalist for Certified Financial Planner of the year. This is an honour, not just for me, but for the entire Yield team. Without which, I would not be in this position.’ – James
The FPA Award is to highlight the high standard of professionalism and service that advisers deliver to the Australian community. Now more than ever, excelling in the services we deliver to our clients is the most important part of our business.
The finalists announced by FPA showcase a diverse scope of businesses from across Australia and the high quality of work that is taking place within the financial services industry.
If you are interested in hearing more about the practices that set us apart from other financial planners, let us know about any questions you have about your financial plan.
Any information provided here is general advice only and does not consider your objectives, financial situation or needs. This information should not be taken as comprehensive and does not constitute legal or financial advice. You should seek legal, financial or other professional advice before relying on any content. Yield Financial Planning is not responsible to you or anyone else for any loss suffered in connection with the use of this information. Information is only current at the date initially published.
About Yield - Financial Planner Melbourne
Who we serve – We help time poor professionals and business owners who intuitively know they should be doing more to improve their financial position and are seeking an expert to guide them on financial planning strategies. Our clients want personalised financial planning advice and to feel empowered and confident that they can achieve a secure transition to retirement.
What we do – We gain a deep understanding of your current financial position and preferences, what you value and want to achieve. We then help you develop a highly personalised financial plan, to show you how to make your money work harder for you. Ongoing we regularly monitor and measure progress against your plan projections, to show you how you’re tracking and help you manage change to your advantage.
How we do it – We apply our proven expertise in investment markets (Shares & Property), Tax and Debt structuring, Retirement Planning, Risk management and Estate planning, to help you reorganise the way you use your money to achieve your desired outcomes.
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