Perpetual Guardian
Graham specialises in helping his clients to protect and grow their wealth. His focus is on getting to know his client’s personal situation and their investment objectives. He then combines this with his in-depth knowledge of financial markets and the investment world to tailor solutions for his clients.
Graham has over 40 years’ experience in the banking and investment industry, with the last 20 years’ specialising in the financial advisory field. He previously worked as a private banker for New Zealand’s largest bank and a share broker.
He holds a Master of Business Administration and a Graduate Diploma in Business Studies from Massey University.
Graham is married with three daughters. Outside of work he enjoys playing golf, going to the gym, travel and spending time with friends and family.
He is an Authorised Financial Adviser, regulated by the Financial Markets Authority.
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Perpetual Guardian
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Perpetual Guardian is a result of the recent coming together of Perpetual Trust and Guardian Trust. As two of New Zealand's oldest trust companies, they have over 135 years of experience in providing estate planning options for Kiwis.