Our People
Grahame M. Rouleston (CFP)
Director of Rouleston Financial Services
Certified Financial Planner
Authorised representative of Lonsdale Financial Group Limited
Started in the industry: 1982
Grahame's Background
Prior to joining the Financial Planning industry, Grahame was a Hotelier for 15 years. In 1980 he started with National Mutual and specialised in superannuation and personal insurances. In 1982, Grahame bought the southern Tasmania franchise of The Income Tax Professionals (ITP) and developed the business into a well-known brand name in Tasmania. In May 1982, Grahame realised the need to provide financial advice to the clients of ITP and subsequently inaugurated the ITP Investment Division (Licensed Dealership).
Grahame has had over 25 years experience in the Financial Planning industry. Fourteen of those years were within his own licensed Dealership practice which was only the fourth licence issued in Tasmania, behind those of three Stock Broking companies.
Grahame's Responsibilities
Grahame, a Certified Financial Planner and member of the Financial Planning Association (FPA), specialises in superannuation strategies and retirement income streams, Retirement Benefits Fund products, portfolio construction, asset allocation strategies, managed funds, personal insurance, gearing strategies, Aged Care, and debt reduction. Grahame has held a licence through the Lonsdale Financial Group since July 1996. Grahame is also a Commissioner for Declarations and in that capacity can witness your legal documents.
Grahame's Qualifications
- Certified Financial Planner (CP)
- Authorised representative of Lonsdale Financial Group Limited
- Commissioner for Declarations
- Affiliate Member of the Financial Planning Association of Australia
You can reach Grahame as follows:
| Telephone: | +61 03 6234 4413 |
|---|---|
| Mobile: | +61 418 170 033 |
| Fax: | +61 3 6231 2284 |
| E-mail: | g.rouleston@rouleston.com |