Graham Sale
After studying Dentistry at University of Queensland for a year and a bit, Graham decided that was not for him and moved to Commerce, majoring in Accounting and Finance.
He had short stints at Coopers and Lybrand (now PriceWaterhouse Coopers) and Westpac, then worked as an investment analyst specialising in superannuation and managed Funds for 5 years, firstly with a group that was to become Morningstar, and then with Bain and Company in Sydney.
In 1991 Graham started as a Financial Planner with Deutsche Bank, and has been doing this ever since.
Graham has a Bachelor of Commerce (University of Queensland), Graduate Diploma in Applied Finance and Investment (FINSIA), is a Certified Financial Planner (FPA), and has recently completed the Financial Adviser Exam, Applied and Professional Ethics (FASEA).
Michael Stenta
Michael has been Graham’s assistant since 2018.
He has a Bachelor of Applied Finance from Macquarie University and a Masters of Financial Planning.
He has completed his Professional Year, and from early 2024 is a fully qualified and practicing Financial Planner.
Michael and Graham continue to work as an adviser team for all their clients so if one is not available the other can answer your queries. You get two advisers for one!