Honour Board

4^th November 2024: She has done it again! We are so very proud of Teneale Laister for being recognised in the 2024 Financial Standard FS Power50 listing! Now in its 11^th year, the FS Power50 comprises the 50 financial advisers who are deemed to be best promoting the value of the financial advice profession, while providing outstanding service to their clients and the wider community. 36% of this year’s recipients were from Queensland, and another 36% were women, a 6% increase from last year. Teneale’s dedication to her clients, and our team is truly inspiring. To see the full listing, visit FS Power 50.

8^th October 2024: This year, Alman Partners is honoured to announce 3 finalist placings in the 2024 Financial Advice Association Australia (FAAA) Awards. Teneale Laister for CFP^® Professional of the Year, Kelsey Dent for Inspire Women – Excellence in Advice and Alman Partners for Professional Practice of the Year. We are very proud of Teneale, Kelsey and the whole team for all of their contributions and dedication to our clients, community and the profession. Winners will be announced at the FAAA Congress on 28^th November.

22^nd April 2024: Our very own podcast, Wealth Experience has been shortlisted in the Financial Standard’s Marketing, Advertising and Sales Excellence (MAX) Awards 2024. Congratulations to Teneale and Kelsey for taking the podcast so far in only 18 months!

1^st December 2023: Alman Partners are excited to welcome James Alexander as a Partner based in our Brisbane office. With over a decade of wealth management experience, James will bring an additional dimension of expertise to our existing team of advisers delivering world-class outcomes for our clients. We are sure you will join us in congratulating him on this exciting next chapter of his career.

9^th November 2023: Teneale Laister has again been recognised for her outstanding commitment to the profession, this time being named a finalist in the 2023 ifa Excellence Awards, Practice Principal of the Year category. Alman Partners has also been named a Finalist in the Best Financial Advice Employer category. Winners will be announced at the Award Ceremony on 6^th December.

30^th October 2023: We are so very proud of Teneale Laister for being recognised in the 2023 Financial Standard FS Power50 listing! Her dedication to the profession, her clients, and the team is truly inspiring. Each year Financial Standard announces the top 50 most influential Financial Advisers in Australia, those who have been, or continue to be, instrumental in shaping the future of the financial advice industry.

1^st February 2023: We are delighted to announce that Alman Partners has a new Partner! Kelsey Dent has been with Alman Partners since 2016. During this time Kelsey has displayed the ethical and professional qualities that our clients have come to expect. Kelsey’s progression to becoming one of our leading next-generation Financial Advisers and now Partner has been exceptional. We are sure you will join us in congratulating her on this exciting next chapter of her career.

1^st February 2023: With mixed emotions, we announce that long-term Financial Adviser, Partner & an integral part of Alman Partners, Frances Easton has decided to move on from her Partnership as of today. After 24 years of dedication to Alman Partners and clients Frances has given 110% and we truly thank her for all that she has contributed to the firm. She will be very much missed from the office on a daily basis. She won’t be a stranger though and will act as a consultant to the firm at times. We are sure you will join us in wishing Frances all of the best in her next chapter and living out her own “True Wealth.” Frances, thank you!

23^rd November 2022: We are thrilled to announce that Alman Partners has won this year’s FPA Professional Practice of the Year award! Steve Lowry and Teneale Laister were at the FPA Congress in Sydney to accept the award. We are honoured to take home this year’s award as it reconfirms our long-term commitment to our clients, team, and professional colleagues in providing world-class investment solutions through best practice.

24^th October 2022: We did it again! We are thrilled to be announced as a Finalist in the 2022 FPA (Financial Planning Association of Australia) Awards – Professional Practice of the Year. This announcement is a confirmation of our continued dedication to our clients and profession through providing world-class financial advice. Winners are announced at the FPA Professionals Congress on 23/24 Nov in Sydney.

7^th October 2022: 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 Principal of the Year. Considered the pinnacle of innovation and excellence, the awards program was created to highlight the impressive achievements of top leading women in the sector, recognising them for their remarkable contribution and expertise. The winners will be announced at the Award’s annual event on 3 Nov. We are very proud of Teneale’s achievement and we are sure you will join us in congratulating her on this acknowledgment.

25^th August 2022: Continuing our commitment to world-class excellence and putting our client’s best interests first, we are delighted to announce that Alman Partners has successfully passed our 2022 Center for Fiduciary Excellence (CEFEX) Audit. Alman Partners is one of only seven Certified Fiduciary Financial Advisers in Australia. A big shoutout to the Alman Partners’ Investment Committee for all of the work that goes into building robust investment processes and methodologies. To learn more about CEFEX and the auditing process, visit CEFEX | Fiduciary Excellence at Investment Advisory Firms

15^th 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.

24^th 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.

24^th 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.

14^th 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.

1^st 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.

27^th 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.

16^th 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 16^th. Stay tuned.

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.

5^th 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.