Sam Graham Email and Phone Number
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.
Cy Financial Advice
View- Website:
- cyfinancialadvice.com.au
- Employees:
- 4
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Independent Financial AdviserCy Financial Advice Oct 2022 - PresentSouth Perth, Western Australia, AustraliaAt 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 -
Financial AdviserKnightcorp | Insurance Brokers | Life Insurance & Wealth Management Jun 2018 - Oct 2022Perth, Western Australia, AustraliaI 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. -
Associate AdviserAustasia Group Sep 2016 - Jun 2018Perth, Australia -
Recruitment ConsultantPersonnel Concept Group Feb 2014 - Sep 2016Perth, Australia
Sam Graham Skills
Sam Graham Education Details
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Diploma Of Financial Planning -
Financial Planning And Services -
Bachelor Of Commerce (B.Com.)
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.
Not the Sam Graham you were looking for?
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Sam Graham
Chief Operating Officer At The Brisbane Lions I Senior Executive In The Afl IndustryGreater Melbourne Area1afl.com.au -
Sam Graham
Business Consultant | Specialising In Efficient Erp Implementations & Strategic Process ImprovementsGreater Brisbane Area -
4pdftron.com, windward.net, windward.net, windward.net
1 (303) 4XXXXXXX
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1graham.net.au
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