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Showing 1 - 8 of 8 results for "Story Wealth Management"

FAAA names new board members

KARREN VERGARA  |  THURSDAY, 30 OCT 2025
... The finalists of the FAAA Certified Financial Planner Professional of the Year Award are Sarah Leslie of Story Wealth Management, Mark O'Flynn of Oxlade Financial, and Stephan Independent Advisory's Joe Stephan. Those competing for the FAAA Adviser ...

FAAA award finalists named

STAFF WRITER  |  WEDNESDAY, 24 SEP 2025
... The finalists of the FAAA Certified Financial Planner Professional of the Year Award are Sarah Leslie of Story Wealth Management, Mark O'Flynn of Oxlade Financial, and Stephan Independent Advisory's Joe Stephan. Those vying for the FAAA Adviser of the ...

Story Wealth co-founder joins Kearney

KARREN VERGARA  |  FRIDAY, 6 SEP 2024
Story Wealth Management Anne Graham has exited the business she co-founded to join Kearney Group, bringing along her book of clients. Graham is now a partner - integrated advice of Kearney's private wealth unit. Graham co-founded Story Wealth in 2016 ...

Shock win leaves investors worse off

HARRISON WORLEY  |  MONDAY, 3 JUN 2019
... legislation," he says. Financial advisers agree, with many steadfast against making changes to portfolios. Story Wealth Management chief executive Anne Graham says there were too many variables at play to advise clients to sell down equities. "We had ...

Advisers react to Royal Commission revelations

JAMIE WILLIAMSON, KARREN VERGARA  |  FRIDAY, 27 APR 2018
... service clients with the highest level of advice and professionalism. Anne Graham, managing director, Story Wealth Management The stories that have come out of the Royal Commission over the past two weeks have been surprising, disappointing and damaging. ...

Financial planning must regroup and reform: Social Media

HARRISON WORLEY  |  FRIDAY, 27 APR 2018
... the regulator #BankingRC pic.twitter.com/h6kRuXlJvU - Story | Anne Graham (@story_wealth) April 27, 2018 Story Wealth Management managing director and senior financial adviser Anne Graham believes that individually licensing advisers would increase their ...

Advisers require entrepreneurial hat

KARREN VERGARA  |  MONDAY, 27 NOV 2017
... practices were built when they began to see themselves not only as advisers but astute entrepreneurs. Story Wealth Management chief executive Anne Graham urged practice owners at the 2017 Financial Planning Association Professionals Congress to take ...

Inconsistency, communication top adviser bugbears

KARREN VERGARA  |  THURSDAY, 16 NOV 2017
... around how they are delivering advice, and consider how it could be done in a better or different way. Story Wealth Management partner Anne Graham, who will also be presenting at the Congress on winning business ideas, said one bugbear that comes with ...
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