Casey Graham
Senior Financial Planner @Aberdeen
Belfast, GB
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jul 2022 — Present
Senior Financial Planner @Aberdeen
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Belfast, GB
EDUCATION
2002 — 2005
University of KwaZulu-Natal
Bachelor of Education (B.Ed.)
1996 — 2000
Treverton College, Private School, South Africa
A Levels
2013 — 2014
Chartered Insurance Institute
Diploma in Regulated Financial Planning
SKILLS
Investment AdvisoryPensionsCreditBankingRetail BankingFinancial AdvisoryPersonal ProtectionCustomer ServicePersonal PensionsLife InsuranceFinanceRelationship ManagementInsuranceInvestmentsRetirement PlanningFinancial AnalysisFinancial ServicesManagementWealth ManagementPension FundsPortfolio ManagementLoansIncome ProtectionProtectionFinancial PlanningInheritance Tax Planning
ABOUT CASEY GRAHAM
I work with clients (individuals and small business owners) to build their financial plan…
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