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

Principal Advisers

Aidan Vuocolo
Aidan Vuocolo
Manager of Business Services and Taxation
Angela Redfern
Angela Redfern
Manager of Business Services and Taxation
Charles Yuan
Charles Yuan
Manager of Taxation Services
Hani Omran
Hani Omran
Senior Lending Adviser