Graeme Currie
Practice Manager
Experience
2018- Present
Compliance Manager - Barchester
Responsible for the day to day compliance operations of the AFSL Barchester financial. Also offering advice to planners on complex matters within their client base.
2014- 2018
Senior Adviser - Wealth Professioanls
Offering client focused financial advice to a wide range of clientele. Focusing on risk minimisation with a clients structure and direct investments.
2010 - 2014
CEO - The Advamode Group
Advamode was a group of companies which used derivatives to either protect a clients portfolio or create income using share options or FX.
2001 - 2010
Self Employed Financial Adviser
As a self employed adviser I assisted clients with their superannuation and insurances with the purpose of creating retirement assets.
About Me
I have been in financial services my whole career. Starting as a retail banker, an accountant to financial adviser. I have a wide range of experience to draw on when assisting financial advisers create robust strategies for their clients and to assist with the compliance framework with which we work within.
Education
2015
Accredited Derivatives Adviser I and II
2014
Cert IV in Mortgage Broking
2003
Diploma of Financial Services (Fin Plan)
2000
Bachelor of Business (Accountancy)
Skills
Contact
- www.profectusfp.com
- graeme@profectusfp.com
- (07) 3510 3510
- Financial Services Guide