Shane Graham
Senior Financial Adviser
I started as an adviser in 2007 at the encouragement of my father who was the current owner. Being a family business it is wonderful to be able to bring the business into the next phase and the next generation.
The Wealth Architects family represent and live through their values and I am proud to be part of the team. I love being able to assist clients with their finances and build financial freedom. It is not just about super, insurance, investment, it truly is about building meaningful relationships with our clients and their families and giving them peace of mind through financial education and advice. My major focus is on Succession Planning/Wealth Transfer and Estate Planning.
In my time away from work I enjoy spending time with my Wife Sharni and children Isla & Eve. And occasionally picking up the Bass Guitar.
Dip (FS) Financial Planning, AFP®, SSA®
E: shane@wealtharchitects.com.au
P: (03) 5032 9111
Locations:
Wealth Architects Swan Hill
260 Campbell Street,
Swan Hill VIC 3585
Wealth Architects Echuca
186 Annesley Street,
Echuca VIC 3564