Story Wealth Management | https://storywealth.com.au Story Wealth Management | Your values. Your goals. Your future. Tue, 06 Sep 2016 23:41:23 +0000 en-US hourly 1 Anne Graham wins AFA Excellence in Education Award https://storywealth.com.au/anne-graham-wins-afa-excellence-in-education-award/?utm_source=rss&utm_medium=rss&utm_campaign=anne-graham-wins-afa-excellence-in-education-award Sun, 20 Oct 2013 03:05:57 +0000 http://www.mcphailfinancialplanning.com.au/?p=949 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 announced Securitor National Adviser of the Year https://storywealth.com.au/anne-graham-announces-securitor-national-adviser-of-the-year-2011/?utm_source=rss&utm_medium=rss&utm_campaign=anne-graham-announces-securitor-national-adviser-of-the-year-2011 Mon, 30 May 2011 03:32:10 +0000 http://www.mcphailfinancialplanning.com.au/?p=958 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

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