Verified recordFinancial Services

Graham Chatterton

Certified Financial Planner at Client Focused Financial Planning

Based in Sunshine Coast, Australia

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Seniority

Manager

Department

Finance & Accounting

Location

Sunshine Coast

Industry

Financial Services

Company size

1

Contact information

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Email

1 credit

g•••••••@clientfocusedfinancialplanning.com.au

Phone

5 credits

+61 ••• •••• ••••

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Background

About Graham Chatterton

I am passionate about what I do and the flexibility that my business gives me means that I look forward to coming to work every single day. I am keen on doing what I can to help increase the financial literacy of every day Australians. I speak in plain English, avoid jargon and make things easy to understand. Improving the overall financial literacy of women is also a goal of mine. It is important that women have the resources to be able to take greater control over their financial circumstances and better understand things like wealth creation, insurance and superannuation. Typically my help is sought by owners of small businesses, professionals that don't have enough time, and people who are looking for unbiased advice without feeling pressured to 'buy' anything. An initial consultation at no cost or obligation is often time well spent as it helps people to get a clear picture of where they are at and what choices they have. I advise on things like cash flows management, minimising tax, protecting what they have from accident or illness, better understanding their super, and modelling when retirement or working less becomes a viable option. A regular once a year review allows them to relax and do what they love whilst knowing that their own personal circumstances are being watched over by someone they can trust. I am not aligned with any bank or financial institution and my clients enjoy my fee for service approach because it gives them the confidence of knowing the advice is not influenced by product providers or external sales targets. Follow the link below to learn more about me and Client Focused Financial Planning. Outside of my professional life I am married with 2 teenagers aged 16 and 14. I am involved in their sport at the Maroochydore AFL and Cricket Clubs and the Mooloolaba Reds Netball Club. Important information Any information posted via LinkedIn is of a general nature only and is not intended to constitute personal advice. It does not take into account your particular investment objectives, financial situation or needs and, accordingly, you should consider the appropriateness of this information in light of your own circumstances. We recommend that you obtain professional advice before undertaking financial transactions. Graham Chatterton is an Authorised Representative of: Consilium Advice Pty Ltd ABN 86 158 826 647 Australian Financial Services Licence No. 424974 Level 11 37 Bligh Street SYDNEY NSW T: 02 8003 E: admin@consiliumgroup.com.au W:

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