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Our Team

Arthur Graham Adv. Dip. FS (FP) AFP®

Arthur Graham Adv. Dip. FS (FP) AFP®

Director/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 40 years, celebrating this milestone in May 2018. 
 

Arthur is able to assist with all your financial planning needs and is our nominated Aged Care and Centrelink specialist.

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 also 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 Estate and Business Planning and Succession Planning specialist.

Krista Wood Adv. Dip. FS (FP) AFP®

Krista Wood Adv. Dip. FS (FP) AFP®

Practice Manager/Financial Adviser

 

After joining the team in 2010, Krista has worked through the practice in different roles, to her dual role as a financial adviser working closely with Director Arthur Graham and also Practice Manager.

 

As well as being well positioned to assist new and existing clients, Krista has the vital role of practice manager ensuring the team provides you a high level experience at Graham Wealth.

 

Krista is currently studying for her Masters in Financial Planning.

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

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

Position: Financial Adviser
 

Erica joined Graham Wealth in April 2017 however brings plenty of experience to the team having been in the financial planning industry for 19 years.
 

As a Financial Adviser  whilst 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.

Stephanie Taylor

Stephanie Taylor

Position: Administration Assistant
 

Stephanie has been with us since 2014. Initially starting in reception she quickly become a trusted team member amongst our clients.

Stephanie now works as an administration assistant predominately supporting our Practice Manager. Stephanie is also in charge of the Paraplanning area of our business where all financial planning documents are prepared, Steph ensures they are to a high standard before passing over to the advisers to present to our clients.
 

Stephanie holds her Diploma of Financial Planning.

Narelle Makepeace

Narelle Makepeace

Position: Administration Assistant

Narelle joined the team in June 2017 and has quickly become a vital member of the Graham Wealth team, she brings years of knowledge from both the Accounting and Legal Services industries with her.

 

Narelle's role is working closely with both our directors to support them in their role as Advisers, in particular assisting Shane Graham, and also to liaise with Centrelink on behalf of our clients.

 

Narelle is currently studying her Diploma of Financial Planning to further her knowledge of the Financial Planning sector.

Brooke Dunstone

Brooke Dunstone

Position: Administraion Assistant

 

Brooke joined the team at the start of July 2018 and has quickly become a vital member of the Graham Wealth team.

 

Brooke 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.

 

Brooke is key to our overall client experience at Graham Wealth.

 

 

 

 

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 krista@grahamwealth.com.au