Alman Partners Honour Board
At Alman Partners we believe in the principles of Kaizen, and as such, we are very proud to showcase some of the academic and professional achievements of our team.
“The belief that continuous, incremental improvement adds up to substantial change over time.”
FPA 2021 Professional Practice of the Year Finalist! Again!
15th October 2021: We did it again! We are very proud to announce that we have been named one of three Finalists in this year’s Financial Planning Association’s (FPA) Professional Practice of the Year Awards. We are truly honoured to be recognised two years running for our team’s dedication to our clients and best practice in our industry. Winners to be announced next month.
ifa Excellence Awards 2021: Self-Licensed Firm of the Year Finalist!
24th August 2021: We are extremely excited to announce that Alman Partners has been named a Finalist in this year’s ifa Excellence Awards in the category of Self-Licensed Firm of the Year. The winners will be announced on 17 November and feature over 210 high-achieving financial services professionals across 27 submission-based categories.
ifa Excellence Awards 2021: Young Adviser of the Year (30 years & under) Finalist!
24th August 2021: A huge congratulations to our Financial Adviser Kelsey Dent on being named a Finalist in this year’s ifa Excellence Awards in the category of Young Adviser of the Year (30 years or under). The winners will be announced on 17 November. We are very proud of Kelsey’s achievement, and we are sure you will join us in congratulating her on this acknowledgment.
Women in Finance 2021 Awards Finalist!
14th July 2021: We are very excited to announce that Teneale Laister, Senior Financial Adviser & Partner of Alman Partners, is a Finalist in this year’s Women In Finance Awards in the category of Financial Adviser of the Year. The winners will be announced at the Award’s annual event in September. We are very proud of Teneale’s achievement and we are sure you will join us in congratulating her on this acknowledgment.
The Alman Partnership has grown!
1st March 2021: We are thrilled to announce the addition of 3 new Partners: Financial Adviser, Niyati Khanna; Senior Financial Adviser, Jason Kirk and our first non-Adviser Partner, Matthew Falzon. We are certain you will join us in congratulating them.
FPA 2020 Professional Practice of the Year Finalist!
27th October 2020: We are extremely proud to announce that Alman Partners have been named a Finalist in this year’s prestigious Financial Planning Association of Australia’s (FPA) Professional Practice of the Year Award. The winners of this years’ awards will be announced by the FPA in late November.
Frances Easton announced as a Finalist in 2019 Money Management Awards - Financial Planner of the Year category
16th April 2019: We are very excited to announce that Senior Financial Adviser & Partner, Frances Easton, has been named a Finalist in the 2019 Money Management Awards – Financial Planner of the Year category! The winner will be announced at the Award Ceremony in Sydney on May 16th. Stay tuned.
Frances Easton celebrates 20 years with Alman Partners
2nd April 2019: Frances Easton marks 20 years with Alman Partners.
Frances began with Alman Partners in 1999 and became a Partner in 2005. With the technical knowledge she has acquired through being one of the highest qualified financial planners in Australia, combined with her empathetic nature, Frances has had the pleasure of seeing many of her clients achieve their deepest held goals.
Frances has witnessed many changes over her 20 years in the industry and is always at the forefront of innovation within our firm.
Along with serving as Senior Financial Adviser and Partner for Alman Partners, Frances currently serves on the board of The Mackay Community Foundation and as Treasurer of the Mackay Financial Planning Career Development Group (MFPCDG).
Frances is a resilient leader and integral part of Alman Partners, and we congratulate her on this milestone.
Niyati Khanna receives professional designation of Certified Financial Planner®
15th November 2018: Niyati Khanna receives professional designation of Certified Financial Planner®.
Alman Partners would like to congratulate Niyati on attaining the highest standard in the financial planning world, a CFP Professional® qualification. This is in addition to her Chartered Accountants degree, MBA (Finance & Strategy) and Advanced Diploma of Financial Planning. After nearly 2 years of study, Niyati will join our firm’s four advisers who already hold this qualification. As a CFP Professional®, you can be assured that Niyati’s work is to the highest professional and ethical standards, and that she always puts her client’s interests first.
Steve Lowry celebrates 20 years with Alman Partners
5th January 2018: Steve Lowry marks 20 years with Alman Partners.
Steve began with Alman Partners in 1998 and became a Partner in 2004. Over the past 20 years, he has helped many clients achieve their most important goals.
Steve has seen the firm evolve through the good and challenging times to become the firm of choice in Mackay, with five partners and twelve staff.
Along with serving as Senior Financial Adviser and Partner for Alman Partners, Steve is also a founding Director of The Mackay Community Foundation and currently serves on the Board of Directors. Steve is an integral part of Alman Partners and we congratulate him on this milestone.
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