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Graham Heller Email & Phone Number

Relationship Manager - Client Partnerships at La Trobe Financial
Location: Greater Sydney Area, Australia 4 work roles 2 schools
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✓ Verified August 2026 3 data sources Profile completeness 86%

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Current company
La Trobe Financial
Role
Relationship Manager - Client Partnerships
Location
Greater Sydney Area, Australia
Company size
296 employees

Who is Graham Heller? Overview

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Quick answer

Graham Heller is listed as Relationship Manager - Client Partnerships at La Trobe Financial, a with 296 employees, based in Greater Sydney Area, Australia. AeroLeads shows a matched LinkedIn profile for Graham Heller.

Graham Heller previously worked as Business Consultant at Ey and Bartender/Supervisor at Watsons Bay Boutique Hotel. Graham Heller holds Bachelor Of Commerce - Bcom, Finance And Accounting from Unsw.

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Email format at La Trobe Financial

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La Trobe Financial

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Profile bio

About Graham Heller

Commerce graduate with a double major in finance and accounting and 4 years of experience in asset management and financial consulting. Proven ability to leverage strong analytical and communication skills while collaborating with industry leaders such as Morgan Stanley, Macquarie Group, and ANZ Bank. Dedicated to driving innovation and strategic growth, consistently surpassing targets and enhancing client satisfaction through empathetic service and effective problem-solving.

Current workplace

Graham Heller's current company

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La Trobe Financial
La Trobe Financial
Relationship Manager - Client Partnerships
melbourne, victoria, australia
Website
latrobefinancial.com.au
Employees
296
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4 roles

Graham Heller work experience

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Relationship Manager - Client Partnerships

Current
La Trobe Financial

Sydney, New South Wales, Australia

Build strong relationships with high-net-worth clients, providing tailored investment solutions and regular portfolio reviews to meet financial goals and drive asset growth.Worked directly with Morgan Stanley on US Private Credit investment product, promoted to the specialist team for the company-wide global asset management launchAchieve stretch sales targets by understanding and meeting diverse client needs.Orchestrate seamless operations through effective communication, ensuring the execution of investment strategies and client satisfaction

Jun 2023 - Present

Business Consultant

Ey

Sydney, New South Wales, Australia

Conducted client research to enhance strategic approaches, boosting client satisfactionOrganized document repositories and meeting minutes, improving team collaboration.Led risk assessments for vendors, delivering strategic reports that informed decisions.Engaged with key clients like Macquarie Group and ANZ Bank, driving successful outcomes

Feb 2020 - Feb 2022

Work Experience

Face Optics Retail

Sydney, New South Wales, Australia

Sep 2017 - Feb 2018
Team & coworkers

Colleagues at La Trobe Financial

Other employees you can reach at latrobefinancial.com.au. View company contacts for 296 employees →

SR Shannon Ritchie Shannon Ritchie Colleague at La Trobe FinancialGreater Melbourne Area, Australia View → AS Andrew Sparrow Andrew Sparrow Colleague at La Trobe FinancialHoppers Crossing, Victoria, Australia View → PB Paul Bui Paul Bui Colleague at La Trobe FinancialMelbourne, Victoria, Australia View → NS Neha Sharma Neha Sharma Colleague at La Trobe FinancialMelbourne, Victoria, Australia View → IB Ilena Boris 🇺🇦 Ilena Boris 🇺🇦 Colleague at La Trobe FinancialMelbourne, Victoria, Australia View → TP Thavone Phimphanith Thavone Phimphanith Colleague at La Trobe FinancialGreater Melbourne Area, Australia View → JW Jingjing Wang Jingjing Wang Colleague at La Trobe FinancialGreater Melbourne Area, Australia View → AW Aaron Walshe Aaron Walshe Colleague at La Trobe FinancialVictoria, Australia View → PH Paul Hetherington Paul Hetherington Colleague at La Trobe FinancialGreater Melbourne Area, Australia View → CG Callan Gibson Callan Gibson Colleague at La Trobe FinancialGreater Melbourne Area, Australia View →
2 education records

Graham Heller education

Bachelor Of Commerce - Bcom, Finance And Accounting

Unsw
FAQ

Frequently asked questions about Graham Heller

Quick answers generated from the profile data available on this page.

What company does Graham Heller work for?

Graham Heller works for La Trobe Financial.

What is Graham Heller's role at La Trobe Financial?

Graham Heller is listed as Relationship Manager - Client Partnerships at La Trobe Financial.

Where is Graham Heller based?

Graham Heller is based in Greater Sydney Area, Australia while working with La Trobe Financial.

What companies has Graham Heller worked for?

Graham Heller has worked for La Trobe Financial, Ey, Watsons Bay Boutique Hotel, and Face Optics Retail.

Who are Graham Heller's colleagues at La Trobe Financial?

Graham Heller's colleagues at La Trobe Financial include Shannon Ritchie, Andrew Sparrow, Paul Bui, Neha Sharma, and Ilena Boris 🇺🇦.

How can I contact Graham Heller?

You can use AeroLeads to view verified contact signals for Graham Heller at La Trobe Financial, including work email, phone, and LinkedIn data when available.

What schools did Graham Heller attend?

Graham Heller holds Bachelor Of Commerce - Bcom, Finance And Accounting from Unsw.

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