Planner Pulse 013: Anne Graham — Education, social media, challenges and growth

Today I’m joined by Anne Graham who is a financial planner and partner at McPhail Financial Planning in Victoria. Anne was the winner of the 2013 AFA Excellence in Education Award.

Listen and learn

In this episode, we talk about:

  • How Anne got started in financial planning

  • The importance of education

  • Being positive on social media

  • Anne's biggest challenges and mistakes

  • Plans to grow the business (including a big office refit)

I like lifting the weight of their shoulders...
— Anne Graham