Jayne Graving

Arch Financial Services

21 Yrs Experience
Maroochydore, QLD 4558

Hello, and thank you for taking the time to find out a little more about me.      

Having my first financial planning practice in 1986, I quickly learned what was important to my clients, and what was important to me as their financial planner.

These are the factors and values that shape my advice and the service provided:

  • A client's best interest should be at the heart of everything we do;
  • A core component of my responsibility is to find objective and comprehensive research. Research that doesn't have a commercial bias, and research that helps me provide meaningful investment advice;
  • Having research that helps me manage risk in portfolios;
  • Not being constrained to an approved product list that is conflicted with a sales driven agenda. Being able to choose investments and products to recommend to my clients based on their merit;
  • Operating the practice as a fee for service model.

In 2006, I established a new boutique Australian Financial Services License (AFSL) - Financial Planners Alliance Pty Ltd - under which I am now licensed.                

Given my areas of expertise, I find the majority of clients are mid to high net worth;

  • have life experience, often business experience, and value this in others;
  • prefer to have a relationship with a University trained, CFP, highly experienced planner;
  • value objective advice independent of a product provider;
  • value service and solutions that are not impeded by the commercial constraints of larger AFSL's or financial institutions;
  • value personalized service;
  • expect a mutually rewarding, respectful relationship;
  • value a fee for service offering.

Being able to tick these boxes gives clients confidence in their relationship with me.

The areas of financial planning in which I predominantly work are:

  • Investment strategies and portfolio management including Individually Managed accounts (direct shares);
  • Self- Managed Superannuation Funds;
  • Helping with the financial impact of entering aged care;
  • Helping people maximize their resources in such a way that will help them achieve their lifestyle goals. This is a complex field involving many components - it's my job to understand it, analyze the data and options, and help you make smart decisions.

Being a small, boutique practice, I value each and every of my clients and would welcome the opportunity to speak with you. I do offer an obligation free first appointment.

Hope to speak with you soon.

Best Wishes, Jayne


  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Socially Responsible
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

The cost of providing a financial advice service to you including initial consultation, strategy development, product considerations and a Statement of Advice including implementation of that advice will depend upon the nature and complexity of the advice and or service provided. Fees for my advice and services are based on a fee for service basis.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.90
  • Number of reviews 10
  • First year providing advice 2003
  • Years of experience 21
  • Highest qualifications
    • Graduate Diploma of Financial Planning
    • Certified Financial Planner (CFP)
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Arch Financial Services

Ocean Chambers, Ocean Central, Level 2, 2 Ocean St
Maroochydore, QLD 4558

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Financial Planners Alliance Pty Ltd

AFSL 485276