Benjamin Graham

Blue Summit Financial Solutions Pty Ltd

5.00
1 Review
Silver
21 Yrs Experience
Cronulla, NSW 2230

Recent reviews

Blue Summit Financial Solutions Pty Ltd

Suite 8, 64 Croydon St
Cronulla, NSW 2230

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2001
  • Years of experience 21
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Licensed by

Blue Summit Financial Solutions Pty Ltd

AFSL 412370

5.00
1 Review
5
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1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
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5.00

"We found Ben and Angela to be highly professional and thorough in understanding our circumstances and coming up with a comprehensive Statement of Advice. Ben has also followed up with us a couple of times to check on our progress and to answer any questions we may have. We will certainly be recommending Blue Summit Financial Solutions to our family and friends."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Wills & Estates

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2021

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
University of Wollongong (UOW)
Completed
1997

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional (prev Integratec)
Completed
2003

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2006
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