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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®

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.

Krista Wood Adv. Dip. FS (FP) AFP®

Krista Wood Adv. Dip. FS (FP) AFP®

After joining the team in 2010, Krista has worked through the practice in a variety of roles. Krista is currently taking parental leave.

 

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 to support him and his business and succession planning clients.

Lani Smith

Lani Smith

Centrelink & Aged Care Professional

 

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

 

Lani has completed accreditation in Aged Care requirements and works with our clients for their Centrelink and Aged Care needs.

 

Bridget Gleeson

Bridget Gleeson

Ongoing Advice Support

 

Bridget has been at Graham Wealth team since August 2020, initially supporting our customers and staff in reception.

 

Bridget 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.

Chloe McNeill

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

Patrick Bryan

Reception

 

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 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. 

 

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]