Anne Graham

Story Wealth Management Pty Ltd

Platinum
23 Yrs Experience
Hawthorn, VIC 3122
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.

Expertise

  • Government Assistance
  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Redundancy
  • Aged Care
  • Tax Strategies
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.95
  • Number of reviews 15
  • First year providing advice 1999
  • Years of experience 23
  • Highest qualification
    • Master of Applied Finance
  • Language spoken
    • English

Story Wealth Management Pty Ltd

Suite 1, 191 Riversdale Road
Hawthorn, VIC 3122

Opening hours

  • 8:00am – 5:30pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Swm (Aust) Pty Ltd

AFSL 515107

4.95
15 Reviews
5
4
3
2
1
4.95
Clear communication
4.95
Knowledge & expertise
5.00
Customer care
4.95
Likely to recommend
Showing reviews 1—10 of 15

Sort by

4.50

"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."

  • Retirement & Pension
  • Self Managed SuperFunds
  • Socially Responsible
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Anne is always available, and explains financial matters with great clarity to financial dummies. We feel confident of the advice we receive."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Anne always makes matters clear to we who don't understand the details of financial advice. Always available, helpful and pro-active."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Anne offers us sound advice and she and her team are always ready and willing to answer any queries I may have."

  • Superannuation
  • Retirement & Pension
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Anne provides advice which is clear and easy to understand, and she promptly follows through with agreed directions. It is a pleasure to meet with her for updates."

  • Government Assistance
  • Superannuation
  • Self Managed SuperFunds
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I value Anne's advice and feel she explains it in simple terms which makes it easy to understand. I feel like I can totally trust Anne to give me the best possible advice to ensure I will be secure in my retirement. She is very friendly and easy to talk to, a pleasure to deal with really. Thanks Anne."

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Anne is a very knowledgeable Advisor. She knows her business well and is confident in sharing her knowledge. Her nature is very calming which puts you at ease. Anne is very approachable and I would not hesitate to recommend her to family & friends."

  • Retirement & Pension
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Anne is a courteous and friendly person who connects with her clients but above all she is a very capable and experienced financial planner. This was evident from the way she handled our case. We are very pleased with the financial plan she devised for us and feel certain that it will achieve its purpose. We are also happy that she has undertaken to keep an eye on our plan and provide ongoing advice."

  • Government Assistance
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 15

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Certified Practicing Accountant (CPA)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
CPA Australia (CPA)
Completed
1998

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Deakin University
Completed
2005

Graduate Diploma of Applied Finance and Investment

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Services Institute of Australasia (FINSIA) (prev SIA)
Completed
2005

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Services Institute of Australasia (FINSIA) (prev SIA)
Completed
2002

Master of Applied Finance

Level
9 - Masters Degree
Institution
Kaplan Professional
Completed
2014

Professional Memberships

Certified Practising Accountants Australia (CPA)

Membership type
Certified Financial Planner

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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