Cara Graham Email and Phone Number
Cara Graham work email
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Cara Graham personal email
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.
The Wealth Designers
View- Website:
- twd.com.au
- Employees:
- 17
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Principal Wealth AdviserThe Wealth Designers Feb 2018 - PresentWest Perth
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Wealth AdviserTwd Aug 2012 - Jan 2018Perth, AustraliaAs 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 through in my advising style. I have a great team working with me that I project manage to coordinate the execution of each piece of advice for our end-to-end client service experience.I believe strong working relationships are built on trust, competence and effective communication. I strive to continually build on my skills and demonstrate these attributes when working with clients and referral partners.
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Associate AdviserTwd Jun 2011 - Aug 2012I 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 learning from clients exactly WHY it needed to happen. The diverse range of clients that came through our doors helped me grow my experience dealing with a number of different strategies as well as learn important lessons such as, never to make assumptions and to always follow through with that you say you are going to do.
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Analyst / Business Unit Manager / Administration AssistantJbwere Apr 2006 - May 2011Perth, AustraliaI 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 realised that what I enjoyed most about working in the industry was working directly with clients and helping them solve their problems. I knew then that I wanted to be an adviser and moved into a Financial Planning Analyst role where I stayed until I left the business. JBWere was where I began and I learnt so many valuable lessons being part of that team, particularly through the 2007 “mass exodus” and the market downturns in 2008 to 2009.
Cara Graham Skills
Cara Graham Education Details
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The Financial Adviser Standards And Ethics Authority (Fasea)Financial Adviser Exam -
Ethics And Professionalism In Financial Advice -
Financial Planning Association Of AustraliaCertified Financial Planner ®
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Smsf Association (Formerly Spaa)Smsf Specialist Advisor™
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Mentor Education GroupFinancial Planning
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Finance & Economics
Frequently Asked Questions about Cara Graham
What company does Cara Graham work for?
Cara Graham works for The Wealth Designers
What is Cara Graham's role at the current company?
Cara Graham's current role is Principal Wealth Adviser at The Wealth Designers, WA State Chair for FAAA Inspire Committee, Mother of Two.
What is Cara Graham's email address?
Cara Graham's email address is ca****@****.com.au
What schools did Cara Graham attend?
Cara Graham attended The Financial Adviser Standards And Ethics Authority (Fasea), Kaplan Professional, Financial Planning Association Of Australia, Smsf Association (Formerly Spaa), Kaplan, Mentor Education Group, The University Of Western Australia.
What are some of Cara Graham's interests?
Cara Graham has interest in Children, Civil Rights And Social Action, Environment, Human Rights, Animal Welfare, Health.
What skills is Cara Graham known for?
Cara Graham has skills like Wealth Management, Financial Planning, Investment Strategies, Investment Advisory, Superannuation, Financial Advisory, Investments, Portfolio Management, Financial Analysis, Strategic Financial Planning, Wealth, Retirement Planning.
Who are Cara Graham's colleagues?
Cara Graham's colleagues are Karen Pearce, Josette Caruana, Clair Hayes, Paul Stott, Catherine Dionaldo, Michelle Nelson, Jonathan O'sullivan.
Not the Cara Graham you were looking for?
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Cara Graham
Senior Emergency Management Leader | Emergency Planning & Operations | Disaster Management | Emergency Preparedness & Response | Recovery | Project ManagementAustralia -
Cara Graham
Millers Point, Nsw -
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Cara Graham
Greater Brisbane Area2umt.com, au.ey.com
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