AFA Adviser of the Year Award
Anne Graham has been nominated for the prestigious AFA Adviser of the Year Award. This award represents the pinnacle of achievement for the very best advisers in our industry.
Click here to find out more about this award.
- August 2011
2011 Securitor National Adviser of the Year
Anne Graham of McPhail 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. Download article
- Securitor Financial Group, June 2011
Smart Investor Masterclass Top 50 Financial Planners
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.
Anne was awarded the Masterclass Top 50 Financial Planners title three years ina row (2006 - 2008). David was awarded this title in 2009.
Money Management's Financial Planner of the Year
Anne has been awarded the Money Management Financial Planner of the Year (FPOY) title. Anne is the first woman to be awarded this title in its 21-year history.
Click here to view a PDF verion of the Money Management Article
- December 2009
FPA Value of Advice Award - 3 categories
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.
- September 2006