Financial Adviser
· CHARLESTOWN, NSW
Graham Frater
No disciplinary history on record with ASIC
CHARLESTOWN,
NSW
24
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000248703
About Graham Frater
Graham Frater is a financial adviser based in Charlestown, New South Wales, with 24 years of experience in the financial services industry since 2002. Graham is currently authorised under Count Financial Limited, operating through Count Financial. Graham holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Graham's qualifications include a Bachelor of Engineering from University of Newcastle.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1988
Bachelor of Engineering
University of Newcastle
2010
Margin Lending and Geared Investments
Kaplan Professional
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2016
Diploma of Financial Services (Financial Planning)
AMP Financial Planning
2018
Accredited Listed Product Adviser Program
Kaplan Professional
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register