Graham specialises in personal financial planning including investment planning and retirement planning. He helps his clients to protect and grow their wealth by offering his in-depth knowledge of the investment world to be of service to them now and into the future.
Graham has over 40 years’ experience in the banking and finance industry, with the last 18 years’ specialising in the investment advisory field. He has previously worked as a private banker and a share broker.
He holds a Master of Business Administration and a Graduate Diploma in Business Studies from Massey University.
Graham is married with three daughters. Outside of work he enjoys going to the gym, travel and spending time with friends and family.
Graham is an Authorised Financial Adviser, regulated by the Financial Markets Authority.