Graham is a professional Financial Advisor, having completed studies in financial planning and risk insurance. He is also accredited with the peak professional body representing the SMSF sector throughout Australia – the SMSF Association as a ‘SMSF Specialist Advisor’, and is a Tax (financial) Advisor with the Tax Practitioners Board.
Graham is the Principal and a Sub-Authorised Representative (232476) of Blue Chip Wealth Management Pty Ltd, providing specialist financial planning advice.
He is passionate about working in the financial services profession, and has more than 25 years’ experience. His clients trust in his skills and knowledge of wealth creation, debt reduction, wealth management and wealth protection strategies, and is committed to a client centric approach in his advice. He is a master at describing complex financial concepts in easy to understand ways.
McSweeney CA has formed a partnership with Graham because he understands the relationship between a sound financial plan, good structuring and asset protection, taxation advice, estate planning, long term wealth creation, and exceptional client servicing.
Graham holds a Diploma of Financial Planning and Certificate IV in Finance and Mortgage Broking.
Blue Chip Wealth Management Pty Ltd (ABN 26 112 046 723) is a Corporate Authorised Representative (404974) of GPS Wealth Ltd (ABN 17 005 482 726); Australian Financial Services Licence (254544) / Australian Credit Licence (254544).