Graham Frater
Financial Adviser
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About
Graham Frater is an ASIC-registered financial adviser based in Charlestown, NSW, dedicated to helping clients achieve their financial goals with tailored advice and comprehensive strategies. With a Diploma of Financial Services (Financial Planning) from AMP Limited (2003) and an Advanced Diploma of Financial Services (Financial Planning) from Kaplan Professional (2012), Graham possesses a strong foundation of knowledge and experience in the financial services industry. Graham is authorized to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, Securities and Government Debt Securities. This allows him to create holistic financial plans that address the diverse needs of his clients. Key services offered include: • Superannuation advice, helping you navigate the complexities of superannuation to maximize your retirement savings. • Insurance solutions to protect you and your family from unforeseen circumstances. • Wealth management strategies to grow and preserve your wealth. • Investment advice, tailored to your risk tolerance and financial objectives. • Retirement planning to ensure a comfortable and secure future. Ready to take control of your financial future? Contact Graham today to schedule a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Graham Frater offer?
Graham Frater provides advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, Securities, and Government Debt Securities. He can help you with everything from retirement planning to investment strategies.
What are Graham Frater's qualifications?
Graham Frater holds a Diploma of Financial Services (Financial Planning) from AMP Limited and an Advanced Diploma of Financial Services (Financial Planning) from Kaplan Professional. He is also registered with ASIC as a financial advisor.
How does Graham Frater's financial planning process work?
Graham's process typically begins with an initial consultation to understand your financial situation, goals, and risk tolerance. He then develops a personalized financial plan tailored to your specific needs. Regular reviews and adjustments are made to ensure your plan remains aligned with your evolving circumstances.
What can I expect from a consultation with Graham Frater?
During a consultation with Graham, you can expect a thorough assessment of your financial situation, a clear explanation of potential strategies, and a collaborative approach to developing a plan that aligns with your goals. You'll also have the opportunity to ask questions and address any concerns you may have.
How can Graham Frater help me with my superannuation?
Graham can provide expert advice on all aspects of superannuation, including contribution strategies, investment options, and retirement planning. He can help you navigate the complexities of superannuation to maximize your retirement savings and ensure a comfortable retirement.
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