Cat Graham

Bridges Financial Services Pty Ltd

Platinum

17 Yrs Experience

Mornington, VIC 3931

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I have worked in the financial services industry since superannuation was a brand-new concept, and every transaction a manual process and watched the industry evolve over this time with a lot more product offerings along the way.

I love helping every day Australians work out what they want their lives to look like and then back step to fill that in with the appropriate financial strategies to make their wish list come true.

Helping out pre retirees so they maximise their savings for when they decide to no longer work and that they are fully aware of whet that will look like financially to provide peace of mind for them.

Majority of my clients are retiree's, and I am there to hand hold them through all the changes to their situation and legislation, to ensure they remain on track and fulfill their dreams. Afterall life is about the accumulation of memories.

I was honored to have been nominated as a finalist in the Women in Finance 2024 awards, Regional Financial advisor of the year IFP 2025 and currently a finalist for Aged Care adviser of the year, Australian Wealth Management awards 2026.

Outside work, I love to travel, gardening, reading and cooking as well as keeping our 2-year-old kelpie entertained and exercised.

Government Assistance
Superannuation
Retirement & Pension
Redundancy
Aged Care
Cashflow & Income
Socially Responsible
Tax Strategies
Growing Assets
Wills & Estates

We are a flat fee for service depending on the scope of advice.

There are no percentage based fees, nor do we charge a separate implementation fee.

5.00 August 2026

We were recommended to Cat by a long time friend and have found the advise from her has been everything we needed. It has enabled us to enjoy our retirement and we have found that Cat has always been available, giving prompt responses to our questions and requests. Not having any finacial backbround ourselves, it have been a great relief to us, to have Cat making sure our future is secure. At all times Cat has been polite and understanding of our needs, we would recommend her to any of our friends.

5.00 July 2026

We have been seeing Cat since she took over our investment & couldn't be any happier & that's quite a few years now. We wouldn't hesitate to recommend her to other prospective clients

4.75 July 2026

Cat is always easy to talk to and explains everything in a way that I can understand my financial situation and how best to guide me and help to grow with it. She is positive, helpful and always available to explain things to me (even when I need it explain twice) I feel very confident and safe in her hands. I would absolutely recommend her to my family and friends.

5.00 July 2026

Cat understood our concerns and requirements from our very first meeting. She devised a plan that was easily understood and reassured us that the plan was the best fit to ensure we should be able to have a comfortable retirement.

She doggedly pursued an issue we had regarding money that was owed to us, never contemplating to give up .

Cat is very approachable and makes you feel confident and relaxed about the advice she gives.

We would feel confident in recommending her to provide valuable financial advice.

5.00 June 2026

Cat has been a huge help to us - guiding us through the transition to retirement, helping us understand what government benefits are available, structuring our investments in a tax-effective way and keeping an eye on things we need to know.

Cat is friendly, makes time for us whenever required and communicates in a clear and understandable way.

We take great comfort from knowing Cat is looking after our financial health.

Adviser status Platinum
Rating 4.96
Number of reviews 33
First year providing advice 2009
Years of experience 17
Highest qualifications
- Fellow Chartered Financial Practitioner (FChFP)
- Graduate Diploma of Financial Planning
Language spoken
- English