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!

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.

You may recall that Anne Graham was named the Money Management magazine ‘Financial Planner of the Year’ late last year. Between us we believe we are well positioned to continue meeting your financial planning needs

Thank you again for your ongoing support. We look forward to providing further service to you in 2010.

(February 2010)

More information on this award can be found on pages 30-35 of the February 2010 edition of "Smart Investor" magazine 

 

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

(December 2009)

 

Third time's a charm - Anne Graham Top 50 Financial Planners three years running!

For the third year in a row, Anne Graham has once again been named by the Australian Financial Review’s Smart Investor magazine as one of Australia’s top 50 financial planners.

The award was based on the results of a one hour online exam which is set by experts in the financial services industry. The exam gives planners the opportunity to demonstrate their technical expertise in areas like tax, superannuation, Centrelink, asset allocation, financial mathematics and various financial products.

Anne would like to thank her clients and colleagues for their ongoing support and is sure 2009 will prove to be very busy and interesting.

(February 2009)

More information about the award can be found on pages 44-49 of the February 2009 edition of "Smart Investor" magazine.

Anne Graham wins FPA Award in 3 categories

The Financial Planning Association recently announced the winners 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 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.

Ms Jo-Anne Bloch, Chief Executive Officer of the Financial Planning Association, said that the inaugural Value of Advice Awards showed the importance of financial planning not just for those with accumulated wealth but also for those with limited financial resources.

“Many people are still not aware of all their entitlements or of changes in regulations and, despite attempts to simplify areas such as superannuation, there are many areas where advice can make all the difference to people’s financial position… financial planning is about having a wide range of knowledge and experience to help people in their everyday lives.”

(September 2006)

              Full summaries of the winning case studies are available by contacting Anne Graham from McPhail HLG Financial

           Planning on 03 9898 9221.  Anne is also available for comments, interviews or editorials.