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Graham Sykes

Wealth Financial

Silver
17 Yrs Experience
Burnie, TAS 7320

I have a strong desire to make a difference to clients’ lives.

I appreciate that clients have a real need for advice in structuring personal and superannuation investments in the most effective way to enhance personal wealth and meet lifestyle objectives.

I also understand that appropriate life insurance and estate planning are essential to ensure clients’ assets are protected in the worst-case scenario.

In my spare time, I play lawn bowls, acting as Treasurer for my local club and enjoy the outdoors with our two dogs. I also enjoy music, attending concerts and entertaining with friends.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Margin Lending
  • Shares & Investments
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

We are happy to discuss fee arrangements for clients looking for long term advice relationships

At a glance

  • Adviser status Silver
  • First year providing advice 2009
  • Years of experience 17
  • Highest qualification
    • Advanced Diploma of Financial Services (Financial Planning)
  • Language spoken
    • English

Wealth Financial

Level 1, 41 Mount St
Burnie, TAS 7320
62A Emmett Street
Smithton, TAS 7330
87 Best St
Devonport, TAS 7310

Opening hours

  • 8:30am – 5:30pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Charter Financial Planning Limited

AFSL 234665