Prosperity Advisers Group
Graham Southgate has extensive work experience in the financial advisory industry. Graham most recently worked as a Financial Adviser at Prosperity Advisers Group since August 2019. Prior to that, they held the position of Senior Financial Advisor at BT Financial Group from July 2010 to July 2019, where they specialized in tailored personal financial advice, with a focus on investment advice and retirement planning. Before that, they worked as a Senior Financial Planner at Westpac from July 2010 to March 2019, where they provided personal financial advice in the areas of investment, retirement planning, and risk protection. Graham also has experience as a Financial Planner at Aon Wealth Management from April 2007 to July 2010 and as a Senior Financial Planner at Saunderson House Ltd from April 2001 to October 2006.
Graham Southgate attended De Montfort University from 1994 to 1996, where they pursued a Higher National Diploma in Photography. Apart from this, there is no further information available about their education or any additional certifications they may have obtained.
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Prosperity Advisers Group
With over 30 years of successful operation, Prosperity has the technical expertise, industry experience and resources to assist clients meet their financial objectives. Our team of professionals work in partnership with clients to understand their goals and expectations, demonstrating a genuine commitment to their success. With more than 170 staff across our Sydney, Newcastle and Brisbane offices, Prosperity services the diverse needs of our clients in five core areas: • Business services • Taxation • Corporate assurance • Wealth management • Employee benefits and services. We are proud of our firm’s exceptional growth, recently acknowledged by BRW, when inducted into the BRW Fast 100 Hall of Fame and our recent award by Accountants Daily for Best Integrated Offering. Clients tap into Prosperity for strategies and techniques to minimise taxes, maximise profit and drive growth. Our team of specialists provide services to a diverse client base, including ASX listed companies, small, medium and large privately owned/family businesses, entrepreneurs, government departments, state-owned corporations and not for profits, resources and mining, medical professionals and in-bound investment including a well resourced 'Asian Desk' with multi-lingual capability.