Sunday, May 20, 2012
   
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Graham Taylor | Adviser

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Graham joined the Advisory team at Equilibrium Wealth as a financial planner in 2010. Graham has more than 11 years experience in the financial services industry including 7 years providing personal financial advice to individuals and small business owners.

Graham holds a Bachelor of Business with a major in financial planning and is a CERTIFIED FINANCIAL PLANNER® professional, the highest recognition offered by the Financial Planning Association (FPA) in Australia. Graham is also a qualified Self-Managed Super Fund adviser and member of the SMSF Professionals’ Association of Australia (SPAA).

Graham has a broad understanding of the many complexities affecting people’s financial lives and we are sure you will appreciate the experience and knowledge he brings to the team. He has a knack for helping clients understand otherwise complex issues and enjoys nothing more than helping his clients navigate their way through the difficulties life presents to help them build the futures they dream of.

In providing advice Graham believes it is important to have an intimate understanding of the motivators which drive people. This provides context to the wealth creation process and only after discovering these drivers can the right financial pathway be determined.

Graham is accredited to support you in making informed financial decisions in the areas of investment, superannuation, insurance and estate planning. He will ensure that a plan to address all of your identified financial problems is put in place or referred to an appropriate professional where required.

Graham enjoys an active and healthy lifestyle. You can find him on the Queens Park touch football fields twice a week or out on the golf course hopefully on the fairway. Graham has ambitions of completing a half marathon triathlon in the next 2 years.