Ben Graham

Our people

Ben Graham

Managing Adviser

Ben is a Certified Financial Planner® and has been in the financial planning and wealth management industry since 2005, following an earlier career across a range of roles in the Australian manufacturing industry.

Ben’s mission is to enable people feel empowered with their finances, comfortable with where they are heading, and confident they can approach life’s financial challenges as they arise.

Ben holds a Bachelor of Engineering (Honours) and has completed a Graduate Diploma of Financial Planning at Distinction level. Ben was also recognised as the Dux of New South Wales and the Dux of Australia for his financial planning studies. He is a member of the Financial Planning Association of Australia and also holds specialist qualifications in Self Managed Superannuation Funds.

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Insights by Ben Graham

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