Client Portal

|

|

Financial Services Guide

Congratulations to Anne Graham
Story Wealth Management are a boutique firm, with an award winning team of highly-skilled financial planners, and a close-knit support team based in Hawthorn. We are united in our concern for our clients’ financial wellbeing, and a desire to help them create the life they want.
financial planning melbourne, financial adviser melbourne, financial advice melbourne
1844
post-template-default,single,single-post,postid-1844,single-format-standard,bridge-core-3.1.7,qode-page-transition-enabled,ajax_fade,page_not_loaded,,qode-theme-ver-30.4.2,qode-theme-bridge,qode_header_in_grid,wpb-js-composer js-comp-ver-7.6,vc_responsive
 

Congratulations to Anne Graham

04 Aug Congratulations to Anne Graham

Posted at 07:56h in News and Announcements by
0 Likes

We are delighted to announce that Anne Graham has been awarded Securitor ‘National Adviser of the Year for 2015’. The Adviser of the Year recognises a financial planner who has demonstrated the highest level of professionalism and excellence through client service, advice delivery and innovation.

This prestigious award celebrates brilliance and recognises the commitment and contribution that Anne has made to her clients, her business and the professional community.

Anne constantly strives to improve the lives of her clients and her team and is an advocate for continued education. This national award reflects Anne’s ability to provide quality advice that puts her clients first while embracing the values and principles within the broader Securitor business.

Anne espouses what we all see as best practice in terms of financial advice and acting in a client’s best interest and we are extremely proud of her most recent achievement.

This is not Anne’s first award, she has been recognised for her outstanding achievements before.