Ben Graham is the Director of Blue Summit Financial Solutions with a passion for financial planning and assisting people to reach their financial goals.
With over 20 years of experience in financial advice, Ben has been pioneering with his client-centric approach. This has helped Blue Summit Financial Solutions thrive, ultimately allowing our clients to achieve their financial goals with confidence and peace of mind. His collaborative approach is highly sought after by clients of all ages, allowing him to create trusted and tailored solutions.
Prior to Blue Summit Financial Solutions, Ben was a Research Manager and Financial Adviser for a boutique financial planning practice. He has also worked in the corporate arena focusing on superannuation, investing and insurance. Ben previously spent three years in the NSW Police Force.
He is a member of the Institute of Australian Company Directors and sits on a not-for-profit board as a Director and Treasurer. Ben has a passion for good governance and well-managed finances. Outside of business, Ben is a keen sportsman with a love of cycling, triathlons and sailing, although his son’s soccer career is taking much of his free time these days.
He holds a Bachelor of Commerce (Finance & Economics) and has completed the Certified Financial Planners education program and the Professional Certificate in Self-Managed Superannuation. In addition, he holds the Advanced Diploma of Financial Services (Financial Planning) and Certificate IV (Mortgage Broking and Finance). Ben’s study was complemented by passing the “Financial Planners Exam” in 2019. He is also a Justice of the peace.
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Blue Summit enquiries
Call 1300 BLU SUM (1300 258 786) or email office@bluesummit.com.au