Graham Sale
Financial Adviser
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About
Graham Sale is an ASIC-registered financial adviser based in North Parramatta, NSW, dedicated to helping clients achieve their financial goals with clarity and confidence. With a Bachelor's Degree from the University of Queensland (1985), a Graduate Diploma from Finsia (1988), and CFP® certification from the Financial Planning Association of Australia (1999), Graham brings a wealth of knowledge and experience to his practice. As a member of both the Certified Independent Financial Advisers Association and the Financial Advice Association of Australia (FAAA), Graham adheres to the highest ethical and professional standards, providing advice across a comprehensive range of financial products. He is authorised to provide advice on superannuation, insurance, wealth management and retirement planning. Graham's expertise extends to Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. He is committed to understanding each client's unique circumstances and tailoring strategies to meet their specific needs. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Graham today to schedule a consultation and discover how his expertise can benefit you.
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Frequently Asked Questions
What types of financial advice does Graham Sale offer?
Graham Sale provides comprehensive financial advice covering superannuation, insurance, wealth management, and retirement planning. He can assist with Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities.
What are Graham Sale's qualifications and professional memberships?
Graham Sale holds a Bachelor's Degree from the University of Queensland (1985), a Graduate Diploma from Finsia (1988), and CFP® certification from the Financial Planning Association of Australia (1999). He is a member of the Certified Independent Financial Advisers Association and the Financial Advice Association of Australia (FAAA).
What can I expect during my first meeting with Graham?
During your initial consultation, Graham will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then provide you with a clear and concise explanation of how he can help you achieve your financial objectives.
How does Graham stay up-to-date with the latest financial regulations and market trends?
Graham is committed to ongoing professional development and actively participates in industry conferences, seminars, and training programs. This ensures that he remains knowledgeable about the latest financial regulations, market trends, and investment strategies.
What is Graham's approach to financial planning?
Graham's approach is centered around building long-term relationships with his clients. He believes in providing personalized advice that is tailored to each client's unique circumstances and goals. He focuses on creating comprehensive financial plans that are designed to help clients achieve financial security and peace of mind.
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