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Shane Graham Adv. Dip. FS (FP) AFP® SSA™
Director/Financial Adviser
After joining his father in 2007, Shane has completed numerous qualifications to become a recognised specialist in the financial planning field. He has put a lot into building the Graham Wealth brand alongside Arthur.
As a Private Wealth Specialist, whilst able to assist with all your planning needs he is our nominated Business and Succession Planning and Estate Planning specialist.
Arthur Graham Adv. Dip. FS (FP) AFP®
Aged Care and Centrelink Specialist
For over 40 years Arthur has been one of the most respected Private Wealth Specialists throughout AMP and Victoria. Although Arthur will no longer be providing financial advice, he will continue consulting with clients and their families to navigate the often-complex Aged Care system. This is a growing area of need within the community and is a special interest for Arthur.
Erica Cummins CERTIFIED FINANCIAL PLANNER® Dip. FP Bachelor of Business SSA™
Financial Adviser
Erica joined Graham Wealth in April 2017 and brings plenty of experience to the team having been in the financial planning industry for over 20 years.
As a Financial Adviser Erica is able to assist with all your planning needs. Erica supports all of our ongoing client needs and also is our nominated Self Managed Superannuation and Investments specialist.
Narelle Makepeace
Executive Assistant
Narelle joined the team in June 2017 and is a vital member of the Graham Wealth team. She brings years of knowledge from both the Accounting and Legal Services industries with her.
Narelle works closely with Shane to support him and his business and succession planning clients.
Chloe McNeill
Advice Process Support
Chloe joined Graham Wealth in September 2021. Chloe has previously worked in banking and wishes to pursue a career in financial planning.
Chloe is commencing study for a Bachelor of Business (Financial Planning) and works closely with our advisers in the preparation and implementation of advice.
Patrick Bryan
Administration Assistant
Patrick started working with Graham Wealth in 2021 as part of a school based traineeship after enjoying work experience with the team the previous year.
Patrick is pursuing a career in financial planning and studying for an Advanced Diploma in Paraplanning and supports our advisers and clients in their ongoing advice needs.
Taree Smits
Reception
Taree started working with Graham Wealth in May 2022.
Taree is currently the friendly face that will greet you as you walk into our reception space or the voice you will most likely hear on the phone.
Are you looking for a stable career in the financial industry? We are always looking for motivated people with a great attitude to join our expanding team.
While we would prefer potential applicants to have either qualifications and/or experience in the financial industry, it is not mandatory. We pride ourselves on our customer service and we are will do consider anyone with great customer skills and work ethic.
Any queries or resumes can be sent to [email protected]
Graham Wealth | Complete Wealth Specialists | ABN: 43 161 017 849
260 Campbell Street, Swan Hill, VIC, 3585 | PO Box 1741, Swan Hill, VIC, 3585
Ph: 03 5032 9111 | Fax: 03 5033 2834 | Email: [email protected]
Graham Wealth Pty Ltd ABN 43 161 017 849 is an authorised
representative and credit representative of AMP Financial Planning Pty Limited
ABN 89 051 208 327 Australian Financial Services Licence
and Australian Credit Licence No. 232706