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Financial Planning News
Australia's Top 50 Financial Planners Announced
We are thrilled to inform you that David Graham has qualified for a position in the Masterclass for 2010 as determined by "The Australian Financial Review Smart Investor" magazine and placed in the Top 50 Financial Planners in Australia!
More information on this award can be found on pages 30-35 of the February 2010 edition of "Smart Investor"... more
Introducing Money Management's Financial Planner of the Year...
For the first time in its 21-year history, a woman has been awarded the Money Management Financial Planner of the Year (FPOY) title.
Yes, you guessed it! We are extremely pleased to announce that it was none other than Anne Graham!
Here's a link to Money Management's website, detailing the award:
http://www.moneymanagement.com.au/article/FPOY-winner-makes-history/506091.aspx
Third time's a charm - Anne Graham Top 50 Financial Planners three years running!
Anne Graham has been named by the Australian Financial Review's Smart Investor magazine as one of Australia's top 50 financial planners for the third year in a row... more
Anne Graham wins FPA Award in
3 categories!
Anne Graham of McPhail HLG Financial Planning in Box Hill was recently named Victoria’s only state winner 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... more
McPhail HLG Financial Planning
McPhail HLG Financial Planning has been dedicated to ensuring our clients receive only the highest quality financial services for over 6 years. Our associates, McPhail & Partners Certified Practicing Accountants have been in business for over 50 years.
Our suburban, boutique firm boasts three planners and a professional support team in Box Hill. We are able to help clients with the most complex situations using our extensive knowledge and expertise. Our business has been recognised as a leader in the Whitehorse area, having been finalists in the Whitehorse Excellence in Business Awards in two consecutive years.
We have a broad range of clients comprising a mixture of professionals, wealth accumulators, business owners, self managed super funds and retirees. All of these clients benefit from our firm’s keen interest in their well being.
McPhail HLG Financial Planning Pty Ltd is a Corporate Authorised Representative of:
SECURITOR Financial Group Ltd
A.B.N. 48 009 189 495
Australian Financial Services License Number 240687
Level 7, 530 Collins Street Melbourne 3000
