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
My fees
Recent reviews
At a glance
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Adviser status
Platinum
- Rating
- Number of reviews 19
- First year providing advice 1999
- Years of experience 24
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Highest qualification
- Master of Applied Finance
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Language spoken
- English
Story Wealth Management Pty Ltd
Suite 1, 191 Riversdale RoadHawthorn, VIC 3122

Opening hours
- 8:00am – 5:30pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Swm (Aust) Pty Ltd
AFSL 515107
