David Ormsby of O’Sullivan Financial has been awarded the Gwen Fletcher Memorial Award for semester one in 2025 by the FAAA.
David started his journey into financial advice as a client services officer and financial strategist in the Brisbane-based planning firm before moving into his current role as provisional financial adviser after completing his studies this year.
He already has a Bachelor of Commerce, majoring in Financial Planning and Finance and is currently completing a minor in Taxation at Griffith University. He is also studying for his Master of Financial Planning qualification.
The Gwen Fletcher award is named after the late ‘First Lady of Financial Planning’ and recognises the highest performing student in the CERTIFIED FINANCIAL PLANNER® Certification Unit (CFP C) for each semester, demonstrating dedication to providing high-quality financial advice.
David said receiving the award is a proud moment in his professional journey and will set him up for success during the next phase of his career.
“It’s incredibly rewarding and a little surreal to receive this honour. When I first learned about the award I was inspired by Gwen Fletcher’s impact on financial planning in Australia, which makes this recognition even more meaningful, he said.
“I would highly encourage anyone serious about a career in financial planning to pursue their CFP® accreditation. It’s a challenging program, but incredibly rewarding. The depth of knowledge you gain, especially around strategy, ethics, and client engagement, really sets you up to deliver meaningful advice.”
FAAA chair David Sharpe CFP® applauded David’s efforts during the program and acknowledged the results achieved by all those who completed CFP certification this semester.
“This is a fantastic achievement by David, and I particularly congratulate him on his ongoing commitment to the highest levels of education in financial planning. Such commitment honours the legacy of Gwen Fletcher who was a pioneer in education for financial planners and who elevated our profession to another level, David said.
“Everyone who takes part in the CFP Certification Program puts in a high degree of work and effort, so it has been a consistent challenge to select a recipient of the award each semester.
“David has demonstrated strong dedication and commitment to his studies, and on behalf of the FAAA, I congratulate him on reaching the highest level of qualification in financial planning.”
Congratulations to all of the financial advisers who successfully completed the CFP certification this semester alongside Mr Ormsby:
- Katrina Dhu, adviser at Alman Partners
- David Selby, senior financial adviser Bell Partners
- Erica Williams, financial planner Praescius Group
- Matthew Tsimos, private banker Macquarie Group
- Matthew Crick, private wealth adviser Wilsons
- Amber Dawson, senior financial adviser Ally Wealth Management
- Victor Idoko, financial planner CFV Advisory
- Ling Feng, senior financial adviser Australian Wealth League
- Eleanor Bagg, Financial adviser EJM Advice
- Sebastian Pfab, financial adviser Godfrey Pembroke
- Rosie Bouton, principal financial planner We Plan
- Wen Chien Chang, financial adviser Transcend Wealth Management
- Thomas Gray, senior investment adviser Morgans Exchange Place
- Cameron Fraser, associate adviser Pitcher Partners
- James Alexander, wealth adviser JB Were
- Yanni Mavrikis, wealth adviser JB Were
- Adam Drakos, associate adviser Pitcher Partners
- Rhiannon Karey, financial adviser Rowe Partners Accountants & Business Advisors
- Mengying Wu, paraplanner/associate adviser BCFR Financial Services
- Imogen Roles, SMSF specialist ASET Wealth Management
- Michal Lancemore, financial planner Hudson Financial Planning
- Steven Amor, associate adviser Hewison Private Wealth.
