Graeme Wandel
Financial Adviser
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About
Graeme Wandel is an ASIC-registered financial adviser dedicated to helping individuals and families in CLARE, NSW, achieve their financial goals. With a career spanning over two decades, Graeme brings a wealth of experience and a commitment to providing tailored financial solutions. Graeme holds the prestigious Certified Financial Planner (CFP) designation from the Financial Planning Association (FPA), earned in 2003, along with a Diploma in Financial Planning from the same institution. He also possesses RG146 accreditation in Margin Lending from MLC ThreeSixty (2011). As a member of the Financial Advice Association of Australia (FAAA), Graeme adheres to the highest ethical and professional standards. Graeme is authorized to provide advice on a comprehensive range of financial products, ensuring his clients receive well-rounded and effective strategies. His areas of expertise include superannuation, insurance, wealth management and retirement planning. • Superannuation advice • Insurance solutions to protect you and your family • Wealth management strategies to grow your assets • Retirement planning to secure your future • Investment advice, covering life insurance, risk insurance, and securities • Advice on Retirement Savings Accounts and Government Debt Securities Ready to take control of your financial future? Contact Graeme Wandel today to schedule a consultation and discover how he can help you achieve your financial aspirations.
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Licence & Registration Details
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Frequently Asked Questions
What services does Graeme Wandel offer?
Graeme Wandel provides a range of financial advice services, including superannuation advice, insurance solutions, wealth management strategies, and retirement planning. He also offers investment advice covering life insurance, risk insurance, and securities.
What qualifications does Graeme Wandel have?
Graeme Wandel is a Certified Financial Planner (CFP) with a Diploma in Financial Planning from the Financial Planning Association (FPA). He also holds RG146 accreditation in Margin Lending from MLC ThreeSixty.
What is the process of working with Graeme Wandel?
The process typically starts with an initial consultation to understand your financial goals and current situation. Graeme will then develop a tailored financial plan, implement the strategies, and provide ongoing monitoring and support.
What can I expect from a consultation with Graeme Wandel?
During a consultation, you can expect a thorough discussion of your financial goals, a review of your current financial situation, and an outline of potential strategies to help you achieve your objectives. You'll also have the opportunity to ask questions and gain a better understanding of your financial options.
How does Graeme Wandel stay up-to-date with the latest financial regulations and market trends?
As a member of the Financial Advice Association of Australia (FAAA) and a Certified Financial Planner, Graeme Wandel is committed to ongoing professional development. He regularly attends industry conferences, participates in training programs, and monitors regulatory updates to ensure he provides the most current and relevant advice.
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