07 Sep Australia’s Top 50 Financial Advisers by Barron’s
We are very proud to announce that Anne Graham was recently named one of Australia’s Top 50 Financial Advisers by Barron’s and the only female adviser in Victoria. Barron’s is a respected, 96-year-old financial news published by Dow Jones.
Every adviser reviewed by the survey answered more than 70 in-depth questions about their business covering the size of staff (relative to client list) professional credentials and a range of other key factors. It is important to note that investment performance is not a component of the rankings formula because advisers’ investing returns are mostly dictated by the risk appetite of their client base. Instead, Barron’s look for other indicators of client satisfaction, including the number of assets clients entrust to their advisers. It is an extremely thorough investigation.
What was interesting to note is that the survey suggests many of the best advisers have two jobs: guiding their clients through the challenges of life’s key financial decisions and building their reputation and the wider reputation of the sector. We believe you will agree that Anne plays a pivotal role in the profession by supporting and mentoring others. Anne has been recognised for her level of professionalism and client satisfaction many times before, and this latest achievement demonstrates her commitment to her clients, business and chosen profession. Congratulations Anne on your latest achievement.