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Our Team

Shane Graham Adv. Dip. FS (FP) AFP® SSA™

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®

Arthur Graham Adv. Dip. FS (FP) AFP®

Financial Adviser
 

As one of the most respected Private Wealth Specialists throughout AMP and Victoria, Arthur has been assisting clients in the Swan Hill region with their financial planning needs for over 40 years. 
 

Arthur is our nominated Aged Care and Centrelink specialist.

Krista Wood Adv. Dip. FS (FP) AFP®

Krista Wood Adv. Dip. FS (FP) AFP®

Financial Adviser

 

After joining the team in 2010, Krista has worked through the practice in a variety of roles. Krista currently works closely with Arthur as a financial adviser.

 

As well as being well positioned to assist new and existing clients, Krista has extensive experience with Centrelink and Aged Care needs.

 

Krista is currently studying for her Masters in Financial Planning.

Erica Cummins CERTIFIED FINANCIAL PLANNER® Dip. FP Bachelor of Business SSA™

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

Narelle Makepeace

Administration 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 and Erica to support them and their clients, and also to liaise with Centrelink on behalf of our clients.

Lani Smith

Lani Smith

Administration Assistant

 

Lani joined the team at the start of June 2019 and has quickly become a key member of the Graham Wealth team.

 

Lani works closely with Arthur and Krista to support them in their roles as advisers, and also to liaise with Centrelink on behalf of our clients.

 

 

 

 

Bridget Gleeson

Bridget Gleeson

Reception

 

Bridget is the most recent person to join the Graham Wealth team in August 2020, supporting our customers and staff in reception. Bridget joins us with experience in various office roles.

 

Bridget 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, however, her role is also to support our entire team on the administration front.

 

 

Talk to the professionals at Graham Wealth

Want to be part of the team?

 

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]