Experienced investors may have the confidence and expertise to avoid mistakes but even they aren’t invincible.
Anne Graham
Anne Graham is an experienced, professional Financial Planner with over 30 years in finance. She is CEO and Principal of Story Wealth Management. Anne’s area of expertise and interest is in making retirement planning simple and easy to understand for her clients. With many years working in finance and financial planning, Anne also has the following qualifications: Certified Financial Planner (CFP), she has a Bachelor of Business (Accounting) and is a CPA; Masters of Applied Finance and is currently studying a Diploma in Counselling. In addition, she has been recognised within the profession and been the recipient of many awards. In addition to client work, she also spends her time on various committees and working groups and was a previous Board member of Future2 Foundation which supports disadvantaged youth in Australia.
