Graham Southgate, CFP®

Graham has over 20 years experience in the financial planning industry. Throughout his career he has had extensive experience in investment analysis and administration and providing risk management and strategic financial advice.Graham has previously held financial advisory roles ranging from a successful boutique to most recently a 'big 4' financial institution where he was responsible for developing financial planning strategies for high net worth clients. Graham is committed to developing holistic and personalised advice to his clients now and over the long term.

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