Senior Financial Adviser

Graham Sykes is a Financial Adviser at Wealth Financial, working with clients in the Burnie office. He joined Mancell Financial Group in February 2005. He attained his Advanced Diploma in Financial Services (Financial Planning) in 2009 and was appointed as an authorised representative that same year. Graham later became a Partner in the practice in 2023. Prior to working in financial advice, Graham had extensive experience in business debtors and creditors management in a small business environment.

Over the past 20 years, Graham has built a strong technical advice understanding. He previously acted as a technical advice liaison for FYG Planners, helping advisers around Australia understand strategic and technical advice issues, along with legislative changes. He has a strong desire to make a difference to clients’ lives. He appreciates that clients have a real need for advice in structuring personal and superannuation investments in the most effective way to enhance personal wealth and meet lifestyle objectives. He also understands that appropriate life insurance and estate planning are essential to ensure clients’ assets are protected in the worst-case scenario.

In his spare time, Graham plays lawn bowls, acting as Treasurer for his local club, and enjoys the outdoors with his two dogs. He also enjoys music, attending concerts and entertaining with friends.

Advanced Diploma of Financial Services (Financial Planning)

Financial Advice Association Australia (FAAA) Practitioner – Financial Planner AFP