Over the last 15 years Momentum Planning has sought to deliver the highest level of professional advice to our valued clients. These prestigious awards are testament to this commitment and quality we strive to deliver.

Independent Financial Adviser (IFA) Excellence Awards 2017

Momentum Planning – National Boutique Advice Firm of the year

Independent Financial Adviser (IFA) Excellence Awards 2016

Momentum Planning – National Winner of Best Client Servicing Company

Financial Planning Association of Australia Best Practice Awards 2013
WA State Winner AFP Category – Amanda Jarosz AFP

Financial Planning Association of Australia Best Practice Awards 2012
WA State Winner AFP Category – Beverly Harvey AFP

Financial Planning Association of Australia Best Practice Awards 2011
WA State Winner CFP Category – Pippa Elliott CFP

National Winner CFP Category– Pippa Elliott CFP

Financial Planning Association of Australia Value of Advice Awards 2007
WA State winner Wealth Accumulation Category – Pippa Elliott CFP

National winner Wealth Accumulation Category – Pippa Elliott CFP

Financial Planning Association of Australia Value of Advice Awards 2006
WA State winner Wealth Accumulation Category – Pippa Elliott CFP

National winner Wealth Accumulation Category – Pippa Elliott CFP