Graham has run his own asset consulting business, FOX Asset Management (established in 2009) focussing on Institutional and Wholesale clients and is Principal Consultant and CEO of FOX Wealth Management (established in 2012) for Retail clients that require personal advice.

Both Graham (404026) and Cornwall Holdings (NSW) Pty Ltd trading as FOX Wealth Management (426084) are authorised representatives of HNW Planning Pty Ltd., AFSL 225216.

FOX Wealth Management provides investment strategies supporting a range of proprietary model portfolios including Smart Beta strategies involving the use of Factor Investing via Exchange Traded Funds and low cost, (core / satellite) separately managed accounts for selected Financial Planning Dealer Groups, High Net Worth clients and retail Investors.

Before running his own businesses, Graham has worked for other organisations involved in the Financial Services industry with several private, corporate and banking institutions including, Genesys Wealth Advisers (research), Standard & Poor’s Australia (fund ratings), Westpac Private Bank (research, strategy and product), Gold Link Capital (sales and marketing), Challenger Financial Services Group (COO asset management), Deutsche Funds Management (head of treasury), Canadian Imperial Bank of Commerce (head of regional FX), Banque Nationale de Paris, (FX) and Commercial Bank of Australia (International and Treasury).

Graham’s technical knowledge and investment skills are quite broad spaning listed and unlisted companies, direct investment (shares, bonds and property), product research, model portfolio construction, asset allocation, performance, attribution, effective market exposure, risk management and execution over the most of the traditional asset classes including alternative assets involving infrastructure, commodities, foreign exchange, managed futures hedge funds and structured products involving derivatives such as options and managed futures contracts.

Graham has a Diploma of Financial services, Diploma of Financial Planning, RG 146 compliant (Securities Institute) and is a member of the Association of Financial Advisers.