Sam Graham

Sam Graham Email and Phone Number

Independent Financial Adviser @ CY Financial Advice
south perth, western australia, australia
Sam Graham's Location
Greater Perth Area, Australia
About Sam Graham

I am a Financial Adviser passionate about helping people achieve their financial goals through a holistic approach to optimising their financial world.My clients range from busy professionals, young families, to those planning to retire and retirees. While each of my clients are all at different stages of their lives, the common goal is the financial freedom to let them achieve the lifestyle they desire. I can provide provide expert advice in the areas of:- Superannuation & Retirement Planning- Investment Advice- Centrelink & Age Pension - Debt Management- Cash Flow & Budgeting- Wealth Management- Life Insurances- Estate planningI pride myself on the high level of service and advice I provide to my clients, and the strong relationships that are a result of this. Once we organise your financial world, you will find yourself making better decisions for you and your family.As your world continues to change, as part of our ongoing relationship, I will continue to provide tailored advice for your ongoing financial needs.

Sam Graham's Current Company Details
CY Financial Advice

Cy Financial Advice

View
Independent Financial Adviser
south perth, western australia, australia
Employees:
4
Sam Graham Work Experience Details
  • Cy Financial Advice
    Independent Financial Adviser
    Cy Financial Advice Oct 2022 - Present
    South Perth, Western Australia, Australia
    At CY Financial Advice, we understand that retirement is a special time in people's lives. That's why we are dedicated in helping retirees and pre-retirees live a fulfilling and comfortable retirement. (08) 6371 5000sgraham@cyfinancialadvice.com.auwww.cyfinancialadvice.com.au
  • Knightcorp | Insurance Brokers | Life Insurance & Wealth Management
    Financial Adviser
    Knightcorp | Insurance Brokers | Life Insurance & Wealth Management Jun 2018 - Oct 2022
    Perth, Western Australia, Australia
    I work with a wide demographic of clients from Mums & Dads, business owners, retirees and high net worth individuals, providing holistic advice services to optimize my clients finanial position. I am passionate about investments, superannuation, and retirement planning advice; however, I also provide expert advice in the areas of:- Debt Management- Investment Advice- Cash Flow & Budgeting- Wealth Management- Life InsurancesI pride myself on the high level of service and advice I provide to my clients, and the strong relationships that are a result of this. Once we organise your financial world, you will find yourself making better decisions for you and your family.
  • Austasia Group
    Associate Adviser
    Austasia Group Sep 2016 - Jun 2018
    Perth, Australia
  • Personnel Concept Group
    Recruitment Consultant
    Personnel Concept Group Feb 2014 - Sep 2016
    Perth, Australia

Sam Graham Skills

Human Resources Recruiting Talent Acquisition Hr Consulting Screening Sourcing Interviews Teamwork Negotiation Job Descriptions Time Management Research Hris Hr Policies Financial Planning Investments Superannuation Self Managed Superannuation Funds Retirement Planning

Sam Graham Education Details

Frequently Asked Questions about Sam Graham

What company does Sam Graham work for?

Sam Graham works for Cy Financial Advice

What is Sam Graham's role at the current company?

Sam Graham's current role is Independent Financial Adviser.

What schools did Sam Graham attend?

Sam Graham attended Kaplan Professional, Mentor Education, Curtin University.

What skills is Sam Graham known for?

Sam Graham has skills like Human Resources, Recruiting, Talent Acquisition, Hr Consulting, Screening, Sourcing, Interviews, Teamwork, Negotiation, Job Descriptions, Time Management, Research.

Who are Sam Graham's colleagues?

Sam Graham's colleagues are Luo Yi Lim, Brad Clarke, Steven Bell.

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