Graham Meredith is an Authorised Representative of WB Financial and has had over 35 years experience in the financial planning industry. His philosophy is that he believes his clients must have a good understanding of the strategy, objectives, investment and asset characteristics needed to manage income and expenses to build capital for lifestyle choices now, and into the future. Graham is a member of the Financial Planning Association of Australia and a Director of WB Financial Management Pty Ltd.
Patricia Garcia has been in the financial services industry since 2008. Patricia holds a Bachelor of Biotechnology (Honours) from the University of Queensland, has completed the Diploma of Financial Services (Financial Planning) through Kaplan and is a member of the Association of Financial Advisers. Prior to joining WB Financial, Patricia worked for a seed stage venture investment company as an Investment Associate.
Patricia is committed to providing holistic financial planning advice to help clients achieve their goals and lifestyle choices with emphasis on cash flow and asset management as well as client education. She believes that providing financial advice is not about the product, but about developing strategies that are tailored to the clients’ situation, needs and objectives
Patricia is featured in the Summer 2013 AFA Magazine
Client Services Manager
Kym Spann is the Client Service Manager for our office and has over 10 years experience in client service and administration management in the financial services industry. Kym holds a Diploma in Financial Planning and is currently studying her Advanced Diploma. Kym is also a Commissioner of Declarations. Kym’s main objectives are to assist and support our clients to ensure that the quality of service received is of a consistently high standard.
Client and Adviser Services Officer
Chris Broome has been in the financial services industry since 2008. Chris completed a Bachelor of Health Science (Psychology) and Bachelor of Business (Management) conjoint degree from Auckland University of Technology, and has completed the Diploma of Financial Services (Financial Planning) through Pinnacle. Chris has a wealth of experience in banking and financial services from working with retail banking, insurance, superannuation and managed fund products.
Chris is committed to ensuring that the client relationship is maintained to a high quality standard by supporting clients through the advice process to ensure they consistently receive an excellent experience.
Client Services Administrator
Suite 6, 273 Abbotsford Road
Bowen Hills QLD 4006
PO Box 131, Albion BC QLD 4010
P: (07) 3252 3600
F: (07) 3257 7243