Story Wealth Management | https://storywealth.com.au Story Wealth Management | Your values. Your goals. Your future. Tue, 06 Sep 2016 23:42:20 +0000 en-US hourly 1 Anne announced Securitor’s VIC Adviser of the Year https://storywealth.com.au/anne-announced-securitors-vic-adviser-of-the-year/?utm_source=rss&utm_medium=rss&utm_campaign=anne-announced-securitors-vic-adviser-of-the-year Wed, 12 Mar 2014 23:43:13 +0000 http://www.mcphailfinancialplanning.com.au/?p=1331 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!

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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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