As the average age of the rural property owner steadily...
Ben is a Certified Financial Planner®. He also holds a Graduate Diploma of Financial Planning from FINSIA and a Bachelors degree in Electrical Engineering from the University of Queensland.
Previous to financial planning, Ben had a successful career in business, but the world of investing always beckoned. Whilst working in his business, Ben formally enrolled in post graduate studies in finance and it didn’t take long for him to realise that this was where his future lay. In 2004, Ben joined Graham Financial.
His background and experience have enabled Ben to gain valuable lessons and insights into the world of business and investment. His strong technical skills and passion for finance and financial planning make him a true asset to his clients and Graham Financial.
Ben is also a regular contributor to Money Magazine – some recent articles written by Ben can be found here:
- Money Magazine August 2017 (PDF File)
- Money Magazine August 2016 (PDF File)
- Money Magazine April 2016 (PDF File)
In his downtime, Ben enjoys travelling with his family and watching Formula 1. It has not gone unnoticed in the office that “travelling with family” often conveniently coincides with Formula 1 weekends at the same location…
Martin is a Certified Financial Planner®. He holds a Bachelor of Commerce, a Graduate Certificate of Applied Finance and Investment and an Advanced Diploma of Financial Services (Financial Planning).
Martin is an experienced sheep and cattle grazier working for many years in western Queensland on his family’s property. Martin retains strong links with the grazing industry and continues to work with many of our rural clients building their financial security. Always passionate about learning and exploring new ideas, Martin completed his degree as a mature age student and moved his family to Canberra working in The Treasury and Finance Departments during the Howard and Costello years. Martin’s experience in developing public policy and working with Government Ministers gives Graham Financial valuable insight and perspective into government regulation and legislative amendments impacting financial planning.
Martin joined Graham Financial in 2009 and was made a Director in 2010. Martin is an active member of the Darling Downs Community and is the current chair of the Scots PGC College Council.
Trevor has extensive experience in the financial service industry and has a deep understanding of financial services administrative processes. Trevor oversees the firm’s administrative work flow over the calendar year and the day to day running of the office. He manages all clients scheduling and is the first point of contact for new and existing clients.
Trevor has enormous compassion for clients and works tirelessly to ensure client needs are met.
Kate fills the roles of administration manager and personally assists both Ben and Martin. Kate is extremely organised with a strong attention to detail and her workflow completes a large part of the back office functionality. Kate cares about the financial welfare of the Graham Financial clients.
Kate holds a Bachelor of Science degree with honours in Psychology from the University of Queensland. Kate has worked as a project manager for market research firm Nielsen for almost 10 years before marriage and 2 small children changed her career path.