Anne is one of the leading financial planners in Australia, having built her career in Financial Planning over the last 17 years and in financial services for 30 years. Anne and her team work closely with clients to develop individual solutions to best suit their specific situations. It’s important to recognise that everyone has distinct needs and circumstances and that advice is very personal. Anne has been recognised as a leader by her peers receiving various awards including: AFA Excellence in Education 2013; FPA CFP© Professional Best Practice Award (Vic) 2013; and Adviser of the Year for Securitor Financial Group Vic (2014) and National (2011 and 2015). She was also the first female winner of the Money Management Financial Planner of the Year award.
Anne believes that to provide her clients the best possible service and advice she and her team need to be well qualified and to that end Anne is proud to be a Certified Financial Planner, a CPA and to have attained a Masters in Applied Finance. Anne is very active on social media, believing positive communication and sharing of ideas is important socially and for the broader finance community. She contributes to the financial planning community being an active participant on advisory boards, committees and in the media more generally.
I found Anne was very helpful with listening and advising me regards further management of my SMSF and also investment of savings. Anne assisted me greatly with negotiating with Dixon Advisory who had poorly managed my SMSF. This really did make my life easier and less stressful having her support.
Anne is always available, and explains financial matters with great clarity to financial dummies. We feel confident of the advice we receive.
Most recent advice related to placing travel insurance refund to best advantage. We discussed a full range of options and I responded accordingly. As always, she was generous with her time and thoroughness.
Over many years those who sought to advise me regarding my finances invariably tried to impose those ideas which appealed to them. Anne was recommended to me by my accountant and when I first saw her went to considerable lengths to establish what it was that I was seeking for my future, including in many areas which it had not occured to me to consider, and then provided the advice to achieve that goal. As a consequence I retired last year in circumstances which I would never have achieved without her guidance. She was the only person who took the trouble to find out what was was important to me ad then to help me achieve that.
Anne always makes matters clear to we who don't understand the details of financial advice. Always available, helpful and pro-active.
- Adviser status Platinum
- Number of reviews 15
- First year providing advice 1999
- Years of experience 23
- Master of Applied Finance
Story Wealth Management Pty LtdSuite 1, 191 Riversdale Road
Hawthorn, VIC 3122
- 8:00am – 5:30pm Monday – Friday
- In person
- Video call
Swm (Aust) Pty Ltd