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Graham Yon

Graham Yon

Senior Financial Adviser

Graham Yon

  • grahamy@esenciawealth.com.au

With over 20 years of experience in the financial services industry, Graham has cultivated his skill across direct equities, foreign exchange, and corporate superannuation and for the past decade, he focused himself on providing personal financial advice. He is a Certified Financial Planner (CFP) and holds a Bachelor of Business (Applied Finance) with majors in Financial Planning and Funds Management.

  • Area of Expertise

    Retirement planning
    Investment and portfolio construction
    Superannuation
    Debt management
    Cashflow management
    Estate planning guidance
    Taxation and structures
    Succession planning
    Personal Insurance

  • Qualifications & Memberships
    Qualifications

    Bachelor of Business (Applied Finance) with majors in Financial planning, Funds Management & Financial Institutions Management.
    Advanced Diploma in Financial Planning
    Certified Financial Planner (CFP)

  • Outside Work

    Outside of work you’ll find me with friends and family enjoying the outdoors, usually with my 2 labradoodles along for the ride.

    I enjoy watching football and the odd round of golf.

  • More about
    What is your favourite book and why?

    Nelson Mandela’s “Long Walk to Freedom”.
    It’s an engaging and inspirational story about overcoming enormous adversity to achieve great things and change the course of history. Being born in South Africa, it was a must read for me, and one I thoroughly enjoyed.

     

    What is the most memorable trip you’ve had?

    A recent safari trip in the Kruger National Park.
    Seeing “The Big 5” in such a beautiful setting was truly amazing. The great food and wine didn’t hurt either. It was a real bucket list trip for me.


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