Cara Graham

Cara began her financial services career in 2006 working in one of Australians preeminent Private Wealth Management firms. Since this time she has gained extensive client service, paraplanning and managerial experience by working in various roles in the business. She enjoys working alongside clients to ensure seamless presentation and delivery of strategic advice.

She joins our team as a Wealth Assistant working closely with the Principal Wealth Advisers to assist with strategy development and implementation for our end to end client service experience.

Earlier this year Cara completed the Core 1 Securities & Managed Investments RG 146 Accreditation through Deakin University. She is currently completing a Bachelor of Commerce (Finance and Economics) part time at the University of Western Australia. She also has future plans to complete a Diploma of Financial Services (Financial Planning).