I have been in the financial planning industry for over 20 years, initially working at a financial planning business in Kerang. I started out as a trainee and paraplanner before becoming an adviser in 2013. I joined Graham Wealth in April 2017.
I chose financial planning as a career “…because I enjoy working with a variety of people to guide them in achieving their financial and personal goals. The financial planning profession provides endless opportunities for learning and development.”
Outside of work, I enjoy spending time with my family and through the winter months you’ll find me very active at the Murrabit Netball
Club, involved as a coach, player and umpire.
Initial consult (20-30 minutes) obligation free to determine if we can help you - we will provide an estimate of costs before proceeding with work.
- Adviser status Gold
- First year providing advice 2013
- Years of experience 11
- Bachelor of Business (Financial Planning)
Graham Wealth Pty Ltd260 Campbell St
Swan Hill, VIC 3585
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Amp Financial Planning Pty Ltd