I became a financial planner in 2003 and since then I have been working alongside individuals, couples and families to keep their financial health on track and work towards their short and long-term goals, while maintaining lifestyle and financial freedom.
My focus is building wealth in conjunction with wealth protection.
I work closely with each client to identify their individual situation and tailor advice to make their money work for them.
Advice and Services
- Retirement Planning
- Investment Planning
- Insurance & Risk Planning
- Life, Disability & Trauma Insurance
- Income Protection
- Estate Planning
Qualifications
- Diploma of Financial Services (Financial Planning)
Professional Memberships
- Financial Planning Association of Australia
Credo
“If it is to be, it is up to me”
After Hours
Graeme has a green thumb and likes to spend his spare time in the garden.