Anne Graham, an authorised representative of Securitor and founder of McPhail HLG Financial Planning, has been awarded the Money Management Financial Planner of the Year.
Announced at yesterday’s FPA Conference in Melbourne, Anne is the first female to be awarded this accolade in the award’s 21-year history.
The judges determined it was Anne’s dedication to her clients, quality service and commitment to the profession that helped her rise to the top.
Thrilled with the award, Anne said it reflects her commitment to providing a superior service.
“At the heart of our business model is the client – we put the client first, understand their needs, focus on developing a collaborative relationship and speak in language they understand,” she said.
“Our business is not just about transactions. It’s about holistic advice that’s completely tailored to the client’s ongoing needs.”
Anne also said that everyone in the industry has an important role to play in improving the industry’s perception and ensuring the value of advice is recognised.
“Ultimately, all Australians should have access to affordable financial advice and I firmly believe in the value of good advice.”
Neil Younger, Head of Securitor, said Anne epitomises the valuable role financial planners can play.
“Not only does Anne dedicate an enormous amount of time to her clients, but she is also conscious of the important advocacy and development role she can play by being a member of Securitor’s National Advisory Council,” he said.
“Importantly, Anne doesn’t work in a silo. She understands the key priority areas for our industry – including increasing the professional standards, restoring consumer confidence, clearly articulating the value of advice – and actively works to these attributes every day.”
Anne has worked in the financial planning industry for 10 years and is a member of the FPA, FINSIA and CPA Australia.