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.

Jody is an Adviser and Paraplanner at Graham Financial, holding a Graduate Diploma of Financial Planning from Kaplan Professional.

With nearly two decades of experience in the financial planning industry, she specialises in personal insurance, leveraging extensive knowledge to help clients protect what matters most. Beyond her advisory role, Jody collaborates closely with Ben and Martin to develop personalised strategies and produce advice documents that are tailored to each Graham Financial client.

Outside of the office, Jody has a passion for sports, especially the NBA. You will likely find her attending events, watching games, or discussing the latest in the world of sports.  This enthusiasm for teamwork, strategy, and performance drives her dedication to delivering outstanding service for her clients.

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.

We are thrilled to welcome Aimie to the Graham Financial team as our dedicated Client Services Officer, bringing over 12 years of experience in financial planning and client management.

As the first point of contact for our clients, Aimie is passionate about building meaningful relationships grounded in trust, empathy, and understanding. She believes in the power of quality financial advice and is committed to empowering our clients to achieve their lifestyle goals and build a better financial future.

Aimie’s career began in administrative marketing and progressed to operations management, where she honed her skills in business strategy, marketing, and operational efficiency—always with a focus on enhancing the quality of support and administration services for financial advisers.

Her contributions have consistently led to process improvements that elevate client experience and service delivery.