Financial Advisor & Director
Adv Dip FS (FP)
Meet Graham McIntyre
Graham has a diverse career history, beginning with Australia and England-based positions such as Salesperson and retailers’ Department and Store Manager. He moved into financial services in 1996, starting off as a loans officer for Suncorp, before taking on a role as a financial planner. From there, he joined a smaller boutique financial planning business where he worked as an Advisor. Joining the team at Compass Financial Solution as an advisor initially in 2008 before becoming a director.
Graham has a real passion for helping clients pursue their financial dreams. This reflects Graham’s connection to the region here on the Sunshine Coast since 1994. He has a wide range of interests too from history to traveling. Travelling to over 25 countries so far, Graham wants to keep adding to that count. Outside work, Graham loves being active from skiing, golfing, motorbike riding to caravanning which make his itinerary outside of work pretty full.
Graham is a Sub Authorised Representative of Compass Financial Solutions (No. 294029) and holds an Advanced Diploma of Financial Services (Financial Planning). Graham is also a member of The Business Referrals Group.
What Our Clients Say About Us
You have this year given us a lot of help ( So far Gratus) and made us look at things we didnt really want to think about- like where to next and how do we set ourselves up for the future.Very importantly you have put Sandra who didnt know you at all, at ease very quickly . Your calm ,experience and professionalism shows through, and we feel we are in good hands.
Although the plan is implemented we haven't yet sold the rental house but it is on the market. Once that is sold as discussed we will make a time to meet you in the new year, to get you to roll out a blue print for us to follow over the next few years ( a payday for you at last).
During the period that I have been dealing with Graham and the team at Compass Financial Solutions I have found that all of my meetings have been made easy by there friendly personalities. Everyone is polite and professional, and always willing to provide answers to questions, no matter how complicated or minor the matter might seem
Compass Financial Solutions provided all the information we needed to make an informed decision to protect our family. I am confident that we have obtained the best advice for our needs
My dealings with Graham MacIntyre and his various assistance over the last 8 years since I was widowed have been extremely beneficial and professional but with a feeling of ‘I’m talking to a friend.
My financial advisor is very approachable at all times. He gives me confidence. He explains financial matters in a way which I can understand.
We were introduced to Kelly over 15 years ago, when my Wife Judy and I were starting to plan the next phase of our retired / fixed income lifestyle. We were immediately impressed with her astute understanding of what we wanted and would need in the future.
The result being very well-considered Financial Planning that has progressively served us very well. Throughout, Kelly has proven to be highly capable in this demanding area. Has always been available for consultation. And has provided comprehensive advice and guidance in a crucial planning period of our lives.
Her sound judgement has enabled us to incorporate any changes, and cope with any challenges we have encountered from time to time relative to our expenditure and budgeting.
In summary, Kelly’s professional approach and ability are, in our experience, of the highest level.
Don't wait any longer, get in touch today and start on the path to financial success!
Our Contact Details
6 Otranto Ave, Caloundra QLD 4551
PO Box 231, Caloundra QLD 4551