Mark MacSymon is financial planner of the year
20 October 2017: Cape Town
– Mark MacSymon, CFP®
a wealth manager at Private Client Holdings, was named the 2017 Financial Planner of the Year on Thursday.
The award, presented by the Financial Planning Institute (FPI), is the highest accolade bestowed on financial planners in South Africa. These planners are members of the FPI and hold the Certified Financial Planner accreditation.
The two runners-up were Janet Hugo, a director of Sterling Private Clients, and Francois le Roux of Old Mutual Private Wealth Management.
It was a coup for Private Client Holdings, a Cape Town-based advisory practice, which also this month won “Best Adviser Firm – South Africa” at the International Adviser Best Practice Adviser Awards 2017.
MacSymon said winning the award was “an overwhelming privilege and honour”. He sees it as “evidence of the quality and resilience of the financial plans prescribed by the wealth management team at Private Client Holdings”.
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.