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Congratulations David

We are very proud to announce that our Managing Director, David Pidcock, has been nominated for the prestigious Gerald Lippman Perpetual Trophy. Since 1989, the Gerald Lippman Perpetual Trophy has been awarded to the adviser who has made the greatest contribution to the progress and development of Charter Financial Planning’s advice community. This national award considers the contribution the adviser has made to the financial planning profession, their involvement within their community, the support they offer their colleagues and the quality of their practice.

Charter Financial Planning Managing Director, Kevin Stone, said the awards present an opportunity to reflect on the valued partnerships financial planners form with their clients.

“Recognising advisers in this way acknowledges the passion and commitment they show in helping their clients navigate through life’s financial journey.”

Named after Gerald Lippman, a pioneer in the Australian financial services industry, Mr Stone said this is the highest honour Charter can bestow on an adviser. The winner is announced at the Advice Summit in Perth in March.

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