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Anne announced Securitor’s VIC Adviser of the Year

Cory Hall — Wed, 12 Mar 2014 23:43:13 +0000

Congratulations to Anne Graham on being announced Securitor Financial Group’s 2014 Victorian Adviser of the Year. This is an achievement that we are all so proud of and it reflects Anne’s genuine passion for providing our clients with quality advice to help them achieve their goals and the life they want. The award also reflects the hard work and effort of the Financial Planning team.

The National Adviser of the Year will be announced during the Securitor Convention next month – good luck Anne!

Anne Graham wins AFA Excellence in Education Award

Cory Hall — Sun, 20 Oct 2013 03:05:57 +0000

We are thrilled to announce that Anne Graham has recently been named the National Winner of the 2013 AFA Excellence in Education Award. This follows from an earlier announcement of Anne being nominated for the State award in July this year. This award recognises advisers’ commitment to professionalism and lifelong learning in the Finance industry.

Head of Campus AFA, Nick Hakes said ‘Anne has demonstrated her ability to take what she has learned, both through theory and practice, and transfer this knowledge into practical solutions for her business, her clients and also herself. This was a real standout. We admire Anne’s belief that ongoing education not only allows advisers to improve the technical advice they provide to clients but it also contributes to raising the professional standards within the advice community. The AFA Excellence in Education award captures the essential elements of professionalism: a combination of education, attitude, behavior and standards. We know consumers value highly educated advisers and this award demonstrates the direct link between investment in education and professional credibility’.

For more information regarding the award, please visit the AFA website: http://www.afa.asn.au/afanews/anne-graham-wins-excellence-in-education-award

The team at Sigma Wealth are very proud of Anne’s achievements, only weeks ago she was awarded the Victorian FPA CFP® Professional Best Practice Award.

We look forward to continuing to provide great advice and service to our clients.

Anne Wins Vic FPA CFP® Professional Best Practice Award

Cory Hall — Tue, 10 Sep 2013 03:22:21 +0000

We are absolutely delighted to announce that Anne Graham has been awarded the 2013 Victorian FPA CFP® Professional Best Practice Award. The FPA’s annual Awards recognise Australia’s best financial planners who deliver exceptional qualified and trusted financial advice using the highest standard of ethics, practice standards and professional conduct in the country. CEO of the FPA, Mark Rantall, said that the Best Practice Awards also serve as an important symbol of excellence for consumers seeking qualified financial advice:

“These awards recognise the best of the best. FPA members comply with some of the highest financial planning standards on a global stage. These Award winners have not only complied with the FPA Code, but in so doing have offered a considerable contribution to the profession through community involvement, mentoring and support to their local FPA Chapter.

“Our profession has been through a period of tremendous change in recent years and has made significant strides in advancing the global standing of the profession. These planners have, in spite of any interruption to business, persisted for their clients’ best interests.” said Rantall.

This is a great achievement that demonstrates the high quality advice that Anne provides to our clients.

For more information regarding the award, please visit the FPA website: http://www.fpa.asn.au/default.asp?action=article&ID=23058

David Graham – Top 50 Financial Planner

Cory Hall — Mon, 13 Feb 2012 03:37:16 +0000

We are pleased to inform you that David Graham has once again qualified for a position in the Masterclass for Financial Planning 2012 as determined by “The Australian Financial Review Smart Investor” magazine and placed in the Top 50 financial planners in Australia.

The Masterclass awards were first introduced in 1998 and are carried out by Smart Investor magazine to provide investors and clients with a guide to the top planners in the country. Applicants must not only be licensed to provide financial advice but also be either: a Certified Financial Planner; Certified Practicing Accountant; or a member of the Institute of Chartered Accountants.

Assessment is based on a rigorous 60 minute online exam which is set by experts in the financial services industry. The test gives planners the opportunity to demonstrate their technical expertise in areas like tax, superannuation (including SMSFs), social security, asset allocation, investment strategies, financial maths and estate planning.

More information about the award can be found on pages 23-29 of the February 2012 edition of “Smart Investor” magazine.

You may recall that Anne Graham was a finalist in the AFA Adviser of the Year Award late last year. We are extremely well positioned to continue meeting your financial planning needs in 2012 and beyond and the recognition awarded to us by our peers will give you confidence that you are in capable hands.

Anne announced Securitor National Adviser of the Year

Cory Hall — Mon, 30 May 2011 03:32:10 +0000

Anne Graham of Sigma Wealth Management (formerly known as McPhal HLG Financial Planning) in Victoria was recently announced the 2011 Securitor National Adviser of the Year. In 2009, she won the Money Management Financial Planner of the Year award and previous to that she qualified for the AFR Smart Investors Masterclass Top 50 in 2007, 2008 and 2009. We talk to Anne Graham about the secrets to her success.

Click here to read the article: In the spotlight Anne Graham