Meet Graham Yon

Graham has over 10 years experience in financial services and holds a Bachelor of Business (Applied Finance) with majors in Financial Planning, Funds Management and Financial Institutions Management. He also holds an Advanced Diploma of Financial Planning and is an Associate Financial Planner® practitioner with the Financial Planning Association of Australia.

Graham has spent time working in direct equities, foreign exchange and corporate superannuation before focusing on providing personal financial advice.

Bridges Penrith Financial planning team

Penrith team

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latest news from bridges

  • Ageing and aged care in Australia

    The number of people aged 65 and over in Australia is projected to more than double, to 8.8 million, over the next 40 years1. This will undoubtedly increase the need for aged care in the community and put pressure on families and Government funding.

  • Estate planning for overseas assets

    With one in four Australians born overseas and almost half of us with a parent born overseas1, it makes sense that you or your family may have a home or other assets located outside Australia. While this is positive for your overall wealth it may impact your estate plan.

  • Write down your goals and be more likely to succeed

    Whether your goals are to pay off your home loan sooner, retire early or go on an overseas holiday every couple of years, there’s a simple and powerful way to improve your chances of achieving them.

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