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Graham Sykes

Authorised Rep No 338240

Credit Rep No 403205

Graham joined MFG in February 2005 and attained his Advanced Diploma in Financial Services (Financial Planning) in 2009. Graham was soon appointed as an authorised representative in 2009.

During this time, Graham worked with MFG clients by assisting with the preparation of financial planning recommendations and portfolio reports, client enquiries and maintenance of client records. Prior to joining the MFG team, Graham had extensive experience in business debtors and creditors management in a small business environment.

Since this time, Graham has built a strong technical advice understanding. He now acts as a technical advice liaison for MFG’s AFSL, FYG Planners, helping advisers around Australia understand strategic and technical advice issues, along with legislative changes.

Graham has a strong desire to make a difference to clients’ lives. He appreciates that his 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. Graham also understands that appropriate life insurance and estate planning are essential to ensure his clients’ assets are protected in the worst case scenario.

In his spare time, Graham plays cricket and lawn bowls, maintaining a position of treasurer of the Penguin Cricket Club. He also enjoys music, attending concerts and entertaining with friends.

Testimonial

Thanks very much Graham for the information and more importantly staying on top of everything; I do tend to forget about this very important part of my future life.

Just want to say that I think you & Peter & colleagues do a great job. I particularly like your professionalism with associated good humour that allows someone like me to stay abreast of what’s happening, but only having to do it a few times a year. Your consistency of approach, and encouraging C & I to be more steadfast with our savings has allowed my super to go from a miserly start in 2005 to a significant sum now. Yet, I’ve still enjoyed life to the full; even bought the yacht Peter said I shouldn’t even look at!!

Anyway, just to say thanks & keep up the good work.