Financial Adviser · CHARLESTOWN, NSW

Graham Frater

CHARLESTOWN, NSW
24 Years experience
Tax advice
authorised
ASIC Registered · ADV 000248703

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 Oracle Advisory Group, operating through The Trustee For Oracle Advisory Group Unit Trust. 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 Advanced Diploma of Financial Services (Financial Planning) from Kaplan Professional.

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

2003
Diploma of Financial Services (Financial Planning)
AMP Limited
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional

Registration History

Mar 2023 - Present Current
Feb 2019 - Mar 2023 Ceased
Jan 2004 - Dec 2018 Ceased
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