Principal Wealth Adviser
Current
Feb 2018 - Present
AeroLeads people directory · profile
Cara Graham Email & Phone Number
Principal Wealth Adviser at The Wealth Designers, WA State Chair for FAAA Inspire Committee, Mother of Two
at
The Wealth Designers
1 work email found
@twd.com.au
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Principal Wealth Adviser at The Wealth Designers, WA State Chair for FAAA Inspire Committee, Mother of Two
Location
Greater Perth Area, Australia, Australia
Company size
Who is Cara Graham? Overview
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Quick answer
Cara Graham is listed as Principal Wealth Adviser at The Wealth Designers, WA State Chair for FAAA Inspire Committee, Mother of Two at The Wealth Designers, a company with 17 employees, based in Greater Perth Area, Australia, Australia. AeroLeads shows a work email signal at twd.com.au and a matched LinkedIn profile for Cara Graham.
Cara Graham previously worked as Principal Wealth Adviser at The Wealth Designers and Wealth Adviser at Twd. Cara Graham holds Financial Adviser Exam from The Financial Adviser Standards And Ethics Authority (Fasea).
Company email context
Email format at The Wealth Designers
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{first}.{last}@twd.com.au
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AeroLeads found 1 current-domain work email signal for Cara Graham. Compare company email patterns before reaching out.
Profile bio
About Cara Graham
Something I often observe when talking to people is a lack of financial clarity. I've spoken to both multi-millionaires and aged pensioners who worry about running out of money or lacking the resources to fulfill their desires. Increasing your net wealth and the dollars in your bank account doesn’t always translate to greater financial confidence and comfort.We all have goals that require money, time, expertise, or sacrifice to achieve.The challenge arises when pursuing goals; we often unknowingly obstruct our own progress. We prioritize unimportant things and convince ourselves of untrue beliefs to justify decisions. Mental biases and behavioral traps, common among consumers and investors, exacerbate this.That's where I come in. My role is to educate, motivate, and assist people in living well. My aim is for clients to maximize what they have, not just accumulate more money. I want them to have more time, more choices, and the freedom to pursue meaningful goals.
Listed skills include Wealth Management, Financial Planning, Investment Strategies, Investment Advisory, and 21 others.
Current workplace
Cara Graham's current company
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The Wealth Designers
4 roles
Cara Graham work experience
A career timeline built from the work history available for this profile.
Wealth Adviser
As a Wealth Adviser, I enjoy working with my clients to solve their financial complexities. I am passionate about helping my clients make smart financial decisions and will always works closely with them to make sure they are comfortable with all proposed and executed strategies.I’m a very methodical and detailed person and these characteristics shine.
Aug 2012 - Jan 2018
Associate Adviser
I joined TWD in 2011 to focus on personalised strategy development and the implementation of advice. What pulled me towards TWD as a young person striving to become an adviser was the way that the TWD engagement process was focused on each individual’s financial needs and desires. I felt that I had a good knowledge of what needed to happen but I enjoyed.
Jun 2011 - Aug 2012
Analyst / Business Unit Manager / Administration Assistant
I began my finance career as an administration assistant for Goldman Sachs JBWere (now JBWere).My enthusiasm and organisation skills led to me moving up the ranks quite quickly and after less than two years I was promoted to become the Perth Business Unit Manager. I completed this role at the same time as supporting the financial planning advisers and.
Apr 2006 - May 2011
Team & coworkers
Colleagues at The Wealth Designers
Other employees you can reach at twd.com.au. View company contacts for 17 employees →
MN
Michelle Nelson
Colleague at The Wealth DesignersGreater Perth Area, Australia
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CD
Catherine Dionaldo
Colleague at The Wealth DesignersCebu, Central Visayas, Philippines, Philippines
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DT
Dawn Thomas Cfp®, Ssa
Colleague at The Wealth DesignersPerth, Western Australia, Australia, Australia
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JR
Joshua Rendell
Colleague at The Wealth DesignersPerth, Western Australia, Australia, Australia
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LC
Luis Casado
Colleague at The Wealth DesignersSydney, New South Wales, Australia, Australia
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MF
Michelle Flanagan
Colleague at The Wealth DesignersSydney, New South Wales, Australia, Australia
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SM
Suzanne Mcmillan
Colleague at The Wealth DesignersWest Perth, Western Australia, Australia, Australia
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PS
Paul Stott
Colleague at The Wealth DesignersBrentwood, Western Australia, Australia, Australia
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RD
Rosanna Dixon Cphr
Colleague at The Wealth DesignersPerth, Western Australia, Australia, Australia
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CH
Clair Hayes
Colleague at The Wealth DesignersGreater Perth Area, Australia
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Michelle Nelson
Colleague at The Wealth DesignersGreater Perth Area, Australia
View →
CD
Catherine Dionaldo
Colleague at The Wealth DesignersCebu, Central Visayas, Philippines, Philippines
View →
DT
Dawn Thomas Cfp®, Ssa
Colleague at The Wealth DesignersPerth, Western Australia, Australia, Australia
View →
JR
Joshua Rendell
Colleague at The Wealth DesignersPerth, Western Australia, Australia, Australia
View →
LC
Luis Casado
Colleague at The Wealth DesignersSydney, New South Wales, Australia, Australia
View →
MF
Michelle Flanagan
Colleague at The Wealth DesignersSydney, New South Wales, Australia, Australia
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SM
Suzanne Mcmillan
Colleague at The Wealth DesignersWest Perth, Western Australia, Australia, Australia
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PS
Paul Stott
Colleague at The Wealth DesignersBrentwood, Western Australia, Australia, Australia
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RD
Rosanna Dixon Cphr
Colleague at The Wealth DesignersPerth, Western Australia, Australia, Australia
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CH
Clair Hayes
Colleague at The Wealth DesignersGreater Perth Area, Australia
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7 education records
Cara Graham education
Financial Adviser Exam
The Financial Adviser Standards And Ethics Authority (Fasea)
Ethics And Professionalism In Financial Advice
Certified Financial Planner ®
Financial Planning Association Of Australia
Smsf Specialist Advisor™
Smsf Association (Formerly Spaa)
Accredited Listed Product Adviser Program
Diploma Of Financial Planning, Financial Planning
Mentor Education Group
Bachelor Of Commerce, Finance & Economics
FAQ
Frequently asked questions about Cara Graham
Quick answers generated from the profile data available on this page.
What company does Cara Graham work for?
Cara Graham works for The Wealth Designers.
What is Cara Graham's role at The Wealth Designers?
Cara Graham is listed as Principal Wealth Adviser at The Wealth Designers, WA State Chair for FAAA Inspire Committee, Mother of Two at The Wealth Designers.
What is Cara Graham's email address?
AeroLeads has found 1 work email signal at @twd.com.au for Cara Graham at The Wealth Designers.
Where is Cara Graham based?
Cara Graham is based in Greater Perth Area, Australia, Australia while working with The Wealth Designers.
What companies has Cara Graham worked for?
Cara Graham has worked for The Wealth Designers, Twd, and Jbwere.
Who are Cara Graham's colleagues at The Wealth Designers?
Cara Graham's colleagues at The Wealth Designers include Michelle Nelson, Catherine Dionaldo, Dawn Thomas Cfp®, Ssa, Joshua Rendell, and Luis Casado.
How can I contact Cara Graham?
You can use AeroLeads to view verified contact signals for Cara Graham at The Wealth Designers, including work email, phone, and LinkedIn data when available.
What schools did Cara Graham attend?
Cara Graham holds Financial Adviser Exam from The Financial Adviser Standards And Ethics Authority (Fasea).
What skills is Cara Graham known for?
Cara Graham is listed with skills including Wealth Management, Financial Planning, Investment Strategies, Investment Advisory, Superannuation, Financial Advisory, Investments, and Portfolio Management.
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