Benjamin Peters
Chief Executive Officer and Senior Financial Planner at Diamond Blue Financial Services- Claim this Profile
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Bio
Credentials
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Financial Planner AFP
Financial Planning Association (FPA)Jan, 2017- Nov, 2024 -
Certified Financial Strategist (AIOFP)
Association of Independently Owned Financial Professionals (AIOFP) -
Continuing Professional Development
Financial Planning Association (FPA) -
Margin Lending and Geared Investments
Kaplan Professional -
Paradigm Total Salary Management Professional Advisers Accreditation Course
Paradigm -
Self Managed Superannuation Funds
Tribeca -
Superannuation Management
Macquarie University
Experience
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Diamond Blue Financial Services
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Australia
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Financial Services
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1 - 100 Employee
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Chief Executive Officer and Senior Financial Planner
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2006 - Present
http://www.dbfs.com.au http://www.dbfs.com.au
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Ellice-Flint Financial Planning
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Australia
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Financial Services
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Chief Executive Officer and Senior Financial Planner
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2006 - Present
http://www.effp.com.au http://www.effp.com.au
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NAB
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Australia
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Banking
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700 & Above Employee
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Senior Financial Planner
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2004 - 2005
Provided comprehensive financial advice to clients on their corporate superannuation, personal superannuation, personal insurances and key person insurance. Provided comprehensive financial advice to clients on their corporate superannuation, personal superannuation, personal insurances and key person insurance.
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MLC Australia
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Australia
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Financial Services
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400 - 500 Employee
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Financial Planner
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2001 - 2003
Provided advice to clients on deposit products, listed securities, investment schemes such as managed investments, master trust, death, disability, trauma and income protection products, business overheads and key person insurance, corporate and personal superannuation plans, approved deposit funds and RSAs, allocated pensions and complying annuities. Provided advice to clients on deposit products, listed securities, investment schemes such as managed investments, master trust, death, disability, trauma and income protection products, business overheads and key person insurance, corporate and personal superannuation plans, approved deposit funds and RSAs, allocated pensions and complying annuities.
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BT Investment Solutions
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Australia
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Financial Services
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1 - 100 Employee
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Adviser Services and Superannuation Specialist
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1999 - 2001
Provided superannuation advice to clients. Provided advice on managed funds, corporate and personal superannuation, wrap products, cash management trusts and wholesale products. Provided superannuation advice to clients. Provided advice on managed funds, corporate and personal superannuation, wrap products, cash management trusts and wholesale products.
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Education
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Deakin University
Advanced Diploma of Financial Planning, Financial Planning and Services
Community
