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!

]]> Anne Wins Vic FPA CFP® Professional Best Practice Award https://storywealth.com.au/anne-graham-wins-victorian-fpa-cfp-professional-best-practice-award/?utm_source=rss&utm_medium=rss&utm_campaign=anne-graham-wins-victorian-fpa-cfp-professional-best-practice-award Tue, 10 Sep 2013 03:22:21 +0000 http://www.mcphailfinancialplanning.com.au/?p=952 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

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