Anne Marie Graham
Financial Adviser in Abbotsford, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000245962
- Location
- Abbotsford VIC 3067
- Licensee
- Imagineering FS Pty Ltd (AFSL 510873)
- Authorised since
- 3 September 2024
- First provided advice
- 1999
- Qualifications
- Certified Practising Accountant, CPA Australia (1998); Certified Financial Planner, FAAA (2001); Graduate Diploma of Financial Planning, Securities Institute of Australia (2002); Graduate Diploma of Applied Finance and Investment, Securities Institute of Australia (2005); Master of Applied Finance, Kaplan Professional Education (2014); Financial Adviser Exam, FASEA (2019); Ethics and Professionalism in Financial Advice, Kaplan Professional (2025); Accredited Aged Care Professional Program, Aged Care Steps (2026)
- Memberships
- CPA Australia (CPA); Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Anne Marie Graham
On the Financial Advisers Register kept by ASIC, Anne Marie Graham appears as a current financial adviser in Abbotsford, Victoria, adviser number 000245962.
Anne provides advice as an authorised representative of Imagineering FS Pty Ltd, which holds Australian financial services licence 510873. The current authorisation started on 3 September 2024.
According to the register, Anne first provided financial advice in 1999. Qualifications and training on file include Certified Practising Accountant (CPA Australia, 1998), Certified Financial Planner (FAAA, 2001) and Graduate Diploma of Financial Planning (Securities Institute of Australia, 2002). Anne is recorded as a member of CPA Australia (CPA) and Financial Advice Association of Australia (FAAA).
Anne is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Anne Marie Graham a registered financial adviser?
Yes. Anne Marie Graham is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000245962.
Which licensee does Anne Marie Graham work under?
Imagineering FS Pty Ltd, Australian financial services licence 510873.
What can Anne Marie Graham give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.