Financial Adviser
· ABBOTSFORD, VIC
Anne Marie Graham
No disciplinary history on record with ASIC
27
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000245962
Anne Marie Graham is a financial adviser based in Abbotsford, Victoria, with 27 years of experience in the financial services industry since 1999. Anne is currently authorised under Imagineering Fs, operating through Kearney Group Private Wealth. Anne holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Anne's qualifications include a Certified Financial Planner from FAAA. Anne is a member of CPA Australia (CPA) and Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1998
Certified Practising Accountant
CPA Australia
2001
Certified Financial Planner
FAAA
2002
Graduate Diploma of Financial Planning
Securities Institute of Australia
2005
Graduate Diploma of Applied Finance and Investment
Securities Institute of Australia
2014
Master of Applied Finance
Kaplan Professional Education
2019
Financial Adviser Exam
FASEA
2025
Ethics and Professionalism in Financial Advice
Bridging Course - Ethics - Kaplan Professional