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Victorian State Winner – FPA Value of Advice Awards
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.
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Victorian State Winner – FPA Value of Advice Awards

21 Jun Victorian State Winner – FPA Value of Advice Awards

Posted at 01:14h in News and Announcements by
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The Financial Planning Association named Anne Graham as Victoria’s only state winner of the inaugural FPA ‘Value of Advice Awards’ 2006. The awards were developed to recognise financial planners’ work for clients and the ongoing value of advice that is provided. The competition was open to all Certified Financial Planners in Australia and was based on real client situations. Anne’s expertise was recognised in the categories of Wealth Accumulation, Pre-Retirement Planning and Post-Retirement Planning and Management.

The Financial Planning Association identified Anne’s entries as being outstanding case studies of the value of advice given to clients and Anne was the only financial planner in Australia to win awards in three distinct categories.