As the average age of the rural property owner steadily...
Ben is a Certified Financial Planner®. He holds a Graduate Diploma of Financial Planning from FINSIA and a Bachelors degree in Electrical Engineering from the University of Queensland.
Ben started his professional career working in the Electronic Banking sector for Cashcard Australia. Recognising the latent potential, he formed his own company to pursue opportunities that remained in the sector. Ben successfully built the company to a profitable level and negotiated the sale of the business to Macquarie Bank. In 2004 Ben joined Graham Financial and was made a Director in 2008.
His background and experience have enabled him to gain valuable lessons and insight into the world of business and investment. In a continually evolving industry, Ben’s personal and professional passion for finance and financial planning makes him a true asset to his clients and Graham Financial.
Martin is a Certified Financial Planner®. He holds a Bachelor of Commerce majoring in economics and financial risk management, a Graduate Certificate of Applied Finance and Investment and an Advanced Diploma of Financial Services (Financial Planning).
Martin’s career has taken him from his family’s sheep and cattle property in Western Queensland to Canberra where he worked in The Treasury and the Finance Departments as a policy analyst. Martin has managed the development of tax policy and associated tax legislation and provided economic and financial analysis advice to Ministers.
Martin joined Graham Financial in 2009 and was made a Director in 2010.
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.