Financial Adviser
· SUBIACO, WA
Cara Elizabeth Graham
No disciplinary history on record with ASIC
SUBIACO,
WA
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000453847
About Cara Elizabeth Graham
Cara Elizabeth Graham is a financial adviser based in Subiaco, Western Australia, with 12 years of experience in the financial services industry since 2014. Cara is currently authorised under Boutique Advisers, operating through Lumion Private Wealth. Cara holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Cara's qualifications include a Certified Financial Planner Professional from Financial Planning Association (FPA). Cara is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2013
Diploma of Financial Planning
Mentor Education
2014
Bachelor of Commerce
University of Western Australia
2015
Accredited Listed Product Adviser program
Kaplan Professional
2015
SMSF Specialist Adviser
SMSF Association
2018
Certified Financial Planner Professional
Financial Planning Association (FPA)
2020
Ethics and Professionalism in financial Advice
Ethics - Kaplan