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.