Who You Will Talk To
Ben is a qualified Financial Planner with 17 years’ experience. He is the Director of Blue Summit Financial Solutions.
His specific qualifications include:
- Bachelor of Commerce (Finance & Economics)
- Completed the Certified Financial Planners education program
- Professional Certificate in Self-Managed Superannuation
- Advanced Diploma of Financial Services (Financial Planning)
- Certificate IV (Mortgage Broking and Finance)
- Justice of the Peace
Prior to Blue Summit Financial Solutions, Ben was research Manager and Financial Adviser for a boutique financial planning practice. He has also worked in the corporate arena focusing on superannuation, investment and insurance. Ben previously spent three years in the NSW Police Force.
As a result of significant ongoing training an education, Ben is kept up to date with professional and technical issues that may impact your financial well-being. He is also committed to meeting the professional Code of Ethics, required by law.
Outside of financial planning, Ben has been an active board member of several not for profit organisations. He is a keen athlete having won the 2008 NACRA Australian Sailing Championships. He regularly participates in triathlons and completed the Melbourne Ironman in 2013.
What you can expect
“ Financial markets are complex and unpredictable. The old 'set and forget' approach just doesn’t work anymore. Global economies and your life are constantly changing so your financial plan needs to be actively managed. Our process is designed to be flexible and dynamic. ”
The right kind of advice
Blue Summit Financial Solutions has been providing advice for over 15 years. As one of the very few businesses that holds its own Australian Financial Services Licence, and is privately owned, we stand apart. Our non-conflicted advice is valued by our clients.
Financial planning is different for every client. Individual circumstances demand individual plans. Our commitment is to deliver the right kind advice for you. We create tailored strategies, flexible enough to take advantage of the changing financial environment.
Our licence and fees
Ben Graham is a representative and Director of Blue Summit Financial Solutions (ABN: 25 166 817 380) which holds its own Australian Financial Services Licence #412370.
Blue Summit Financial Solutions operates like most accountants and solicitors, on a fee for service model. This means you achieve total transparency and value for money.
Financial markets, investment research and legislation constantly change. Our ongoing professional relationship will help you successfully navigate this. The cost for our service is determined by the complexity of your situation.
We only receive third party payments in relation to life insurance and home loans. This will always be disclosed to you in writing before you decide to purchase such a product.