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