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Graham Financial Pty Ltd

Address: Suite 1, 124 Margaret St, Toowoomba, QLD, 4350
Phone number: (07) 4613....
Fax number: (07) 4638....
Email: Click to view
URL: http://www.grahamfin.com.au
Year Established: 1985
ABN: 40099693606
Trading/Opening hours:
Mon: 9:00am - 5:00pm Tue: 9:00am - 5:00pm Wed: 9:00am - 5:00pm
Thu: 9:00am - 5:00pm Fri: 9:00am - 5:00pm Sat: ---
Sun: --- Public Hols: ---  

About

Graham Financial is a privately owned boutique financial planning practice which has been based in Toowoomba since 1985.

During this time we have dedicated ourselves in providing truly personalised service of the highest quality. This dedication has meant that our clients are not just from the local area, but throughout Australia and around the world.

Unlike the majority of financial planning practices, we are not owned by a financial institution, rather, Graham Financial holds its own Australian Financial Services License (AFSL).

Our decision to operate in this manner was simple, our clients interests. Having our own AFSL means that Graham Financial is not limited to recommending investments or services determined by a third party.

It also means that no financial institution can pressure us to recommend their products or services.

As a privately owned boutique financial planning practice. We are free from outside influence or control and have unfettered freedom of choice to choose from the full spectrum of investment products.
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Specialties

Graham Financial is a complete advisory service that offers personalised, tailored advice in regard to all financial matters that will, over time, provide significant benefit to people at all life stages. We are able to provide assistance on all financial issues, including:

• Wealth Creation
• Gearing
• Securities (shares)
• Managed funds
• Life insurance
• Retirement Planning
• Superannuation
• Succession planning
• Salary packaging
• Income Protection

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