Highest Professional Standards

Graham Financial is proud to be an approved FPA Professional Practice – a designation reserved for only the highest calibre financial planning practices. As an FPA Professional Practice, we comply with the highest ethical and professional standards set by the Financial Planning Association of Australia.

Graham Financial planners are all CERTIFIED FINANCIAL PLANNERĀ® practitioners. This is the highest recognised standard that a financial planner can achieve in Australia and it ensures a continued dedication to education, ethics and professional conduct. We invest heavily in a wide variety of professional research material, information technology and staff training to ensure that our clients continually achieve outstanding outcomes.

Graham Financial prides itself on its professionalism. Prospective clients can feel comfortable that the planners at Graham Financial will offer clients real insight into the most appropriate structures for them and be sure that any plan will meet all regulatory and legal requirements.

Download our Financial Services Guide (PDF File)