Ben is a Director and Responsible Manager at Graham Financial. He is a Certified Financial Planner® with a Graduate Diploma of Financial Planning from FINSIA and a Bachelor of Electrical Engineering from the University of Queensland.

With over two decades of experience in the finance industry and nearly thirty years as an active investor, Ben brings a wealth of expertise to his role. Before entering the financial planning industry, he had a successful career in business, where he established and later divested an electronic banking business.

Ben possesses strong technical skills and a deep understanding of capital markets and their dynamics. His diverse background in engineering, business and investment provides him with unique insights into the intricacies of investing, structures, and planning, enabling him to provide tailored solutions to meet his clients' needs and objectives.

While serving a diverse client base, Ben specialises in advising high-net-worth individuals, including retirees, business owners, ASX-listed executives and charitable foundations.

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 Director and responsible manager at Graham Financial. As a Certified Financial Planner®, Martin holds a Bachelor of Commerce from Griffith University, a Certificate of Applied Finance and Investment from FINSIA, and an Advanced Diploma of Financial Services (Financial Planning) from KAPLAN.

Martin's career began in Western Queensland, where he worked for many years as an experienced sheep and cattle grazier on his family's property. He maintains strong ties to the grazing industry and continues to support many of Graham Financial's rural clients in building their financial security.

Driven by a passion for learning and new ideas, Martin completed his degree as a mature-age student and subsequently moved to Canberra. There, he worked in the Treasury and Finance Departments during the Howard and Costello years. His experience in developing public policy and collaborating with Government Ministers provides Graham Financial with valuable insight into government regulation and legislative changes affecting financial planning.

An active member of the Darling Downs community, Martin enjoys contributing to its growth and development.

Kate is our Office Manager, personally assisting both Ben and Martin on a day-to-day basis.

Known for her exceptional organizational skills and strong attention to detail, Kate plays a pivotal role in the office's functionality. Her deep care for the financial welfare of Graham Financial clients is matched by her impeccable client knowledge, ensuring our clients receive the highest level of service and support.

Kate holds a Bachelor of Science degree with honors in Psychology from the University of Queensland. Before joining Graham Financial in 2011, she worked as a project manager for the market research firm Nielsen for almost 10 years, further honing her analytical and client management skills.

Amelia  joined the Graham Financial team in 2019, bringing a wealth of knowledge and experience in the financial planning industry.

Beginning her career in 2005, Amelia has witnessed and adapted to numerous changes in the industry. Her background includes roles in corporate organizations as well as experience as a consultant and business owner, allowing her to contribute invaluable expertise to our practice.

In her role as an in-house paraplanner, Amelia collaborates closely with Ben and Martin to provide our clients with professional, personalized, and flexible solutions that best meet their needs.

Amelia complements her extensive experience with an Advanced Diploma in Business and a Diploma of Financial Planning.