|   About Us
 

 

Grauman & Trakman has been providing Financial Planning and Personal Insurance services to its clients in Melbourne for over 25 years.

Nathan Trakman, the principle and sole director, is a qualified Chartered Accountant, and provides specialist financial planning services, with an emphasis on retirement planning and investment advice, to individuals and Trustees of Self Managed Superannuation Funds.

We are fortunate to have a loyal client base and our emphasis is on cultivating long lasting relationships with our clients by delivering carefully thought through financial planning strategies, and monitoring these strategies in the face of changing circumstances and legislation, on an ongoing basis.

Our practice is a full fee for service practice and we earn service fees only from our financial planning clients. We rebate all external financial planning commission received in full.

 

AXA Financial Planning Limited ABN 21 005 799 977 Australian Financial Services Licensee Licence Number 234663
AXA Financial Planning's principal address - Level 9, 750 Collins Street, DOCKLANDS VIC 3008
AXA Financial Planning is a Principal Member of the Financial Planning Association