Anne Graham

Story Wealth Management Pty Ltd

Platinum

25 Yrs Experience

Hawthorn, VIC 3122

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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.

Superannuation
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Redundancy
Aged Care
Cashflow & Income
Tax Strategies
Growing Assets
Wills & Estates

5.00 October 2022

Anne is thoroughly professional together with being extremely friendly, easy to talk to and informative. Her advice is always useful and very welcome.

4.50 October 2022

I (we) have been dealing with Anne and her staff for over 8 years following my retirement. Whatever the query or issue Anne has always been there to help and guide us to achieve our financial goals. The working relationship that we have developed over this time is greatly appreciated.

5.00 October 2022

Anne is simply amazing, not only with financial matters but she has incredible personal and people acumen to assist people in challenging times. Recently I had a life changing experience from a personal perspective and Anne was not only there from a financial perspective but also from a personal perspective. Anne is easily accessible and always takes time out to respond. Her advice is always considered, explained well and always has options with the details, implications and evidence behind it. Anne is quite simply a superstar...

5.00 October 2022

We have no hesitation in recommending Anne Graham to anyone. The combination of her warmth, experience, fee transparency and professional qualifications and standards make Anne an exemplar standard of what a financial adviser should be.

4.50 September 2020

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.