Graham Southgate
Graham Southgate

Professional Qualifications

  • Certified Financial Planning
  • Advanced Diploma in Financial Planning

Experience

Graham has over 20 years experience in the financial planning industry. Throughout his career, he has had extensive experience in investment analysis, 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.

Memberships and Appointments

  • Authorised Representative of Prosperity Wealth Advisory Services Pty Ltd (AFSL 533675)
  • ABN 32 141 396 376

Directors

Alex Hardy
Alex Hardy
Director of Corporate Assurance
Andrew Hibbert
Andrew Hibbert
Associate Director, Self Managed Superannuation and Offshoring
Aidan Vuocolo
Aidan Vuocolo
Associate Director, Business Services and Taxation
Ben Travers
Ben Travers
Associate Director and Financial Adviser
Brenden Yantsch
Brenden Yantsch
Director of Business Services and Taxation
Brendan Campbell
Brendan Campbell
Director of Business Services and Taxation
Charles Yuan
Charles Yuan
Associate Director of Taxation Services