Anne Graham

Financial Adviser

ASIC adviser number:
000245962
Qualifications and training:

1998, Certified Practising Accountant, Professional Designations, CPA Australia
2001, Certified Financial Planner, Professional Designations, FAAA
2002, Graduate Diploma of Financial Planning, Graduate Diploma (AQF 8), Securities Institute of Australia
2005, Graduate Diploma of Applied Finance and Investment, Graduate Diploma (AQF 8), Securities Institute of Australia
2014, Master of Applied Finance, Masters Degree (AQF 9), Kaplan Professional Education
2019, Financial Adviser Exam, Other, FASEA
2025, Ethics and Professionalism in Financial Advice, FPC002B, Bridging Course, Ethics, Kaplan Professional
2026, Accredited Aged Care Professional Program, Professional Designations, Aged Care Steps

When adviser first provided advice:
1999
Membership of professional associations:

CPA Australia (CPA)
Financial Advice Association of Australia (FAAA)

Disciplinary action by ASIC:
None
Location:
Suite 703/, 20 Mollison St
Abbotsford  VIC  3067
AFS licence holder name:
Imagineering Fs Pty Ltd
AFS licence number:
000510873
Licence controlled by:
Kearney Group Pty. Ltd.
It's prudent to check an adviser's latest status on ASIC's Financial Advisers Register ».