Hardi Swart, CFP® is the 2019 financial planner of the year
19 July 2019: Johannesburg
– a CERTIFIED FINANCIAL PLANNER®
professional, Managing Director of Autus Private Clients and Family Office – a family wealth and investment advisory firm, has won the prestigious Financial Planner of the Year Award, presented annually by the Financial Planning Institute of Southern Africa (FPI).
Nearly 250 financial professionals gathered for a dose of glitz and glamour at FPI’s gala dinner which was hosted by Ursula Chikane. Amid much suspense, the FPI’s 2019 award winners were announced. The biggest prize went to Hardi Swart, who was crowned Financial Planner of the Year.
The Diversity and Inclusion Award, which recognises
an individual’s efforts to foster diversity in the financial planning
profession, had a worthy winner in Amanda John. Amanda is a Business
Transformation Coach at Old Mutual and author of Financial Fitness to Financial
Freedom and certainly walks the talk.
The Harry Brews Award,
which honours a remarkable individual for a lifetime of service to both FPI and the financial planning profession in general, was awarded to Gerhardt Meyer, CFP®
. In his roles in the private sector – most recently at Old Mutual and PSG – and his service to both FPI and FPSB, Gerhardt has worked tirelessly to promote the profession.
The “It Starts with Me” Award
which recognises a CERTIFIED FINANCIAL PLANNER®
professional who constantly works to promote the CFP®
designation – went to Gail Gibson, CFP®
. Gibson, who has dedicated her career to training others at institutions including the Moonstone Business School, FPI and Naked Mindz, stood out from the competition for the way in which she entrenches the CFP®
mark in her work life and invests in her personal brand by letting others know that she is a CFP®
The Top Candidate Award, which goes to the top-performing candidate in FPI’s CFP® Professional Competency Examination which included the August 2018 and February 2019 sittings, was won by Barbara Jakob.
Swart, from Autus Private Clients and Family Office sets himself apart from the competition through the depth of his knowledge, the immense detail of his financial plans and his exceptional personal commitment to his clients. “This award is a recognition that financial planning is about more than excellent advice – that is a given,” said Swart, before adding that he sees himself as “A lifeline and coach to friends, not clients.”
Lelané Bezuidenhout, CFP® the CEO of FPI described presenting the awards as a humbling experience: “I am in awe of the years of dedication and hard work it has taken for each winner to get where they are,” she said, before adding that “there is no such thing as luck – only hard work, dedication and professionalism.”
The Financial Planning Institute of Southern Africa (FPI), a South African Qualifications Authority (SAQA) recognised professional body for financial planners, which serves the public by ensuring that people who carry the CFP® designation are qualified, experienced and professional. FPI has recently been approved by the South Africa Revenue Service (SARS) as a Recognised Controlling Body (RCB).
The Institute is also recognised internationally and is a founding, and a current affiliate member, of the international Financial Planning Standards Board Ltd (FPSB)
based in the USA, along with 25 other affiliate member countries who offer CFP®
certification, the highest recognised professional designation worldwide for a financial planning professional. For more, visit www.fpi.co.za
or follow @FPISANews.