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BG

Benjamin Graham-Nellor

Financial Adviser

BGN Financial Management / Smart Happy Money
Boronia, VIC 3155

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About

Benjamin Graham-Nellor is an ASIC-registered financial adviser based in Boronia, VIC, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a solid foundation built on a Certificate IV in Financial Services (Finance/Mortgage Broking) from Plan Connect (2005) and a Diploma of Financial Services from Dover (2006), Benjamin has continually expanded his expertise with specialized training in Margin Lending (Kaplan, 2010), Self Managed Super Funds (Kaplan, 2011), and ASX Securities (Kaplan, 2013). Benjamin is authorised to provide advice on a broad range of financial products, ensuring his clients receive well-rounded strategies. This includes superannuation advice, insurance solutions, wealth management strategies, and retirement planning. He is also authorised to provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. Key services include: • Superannuation advice • Insurance solutions • Wealth management • Retirement planning • Investment strategies Ready to take control of your financial future? Contact Benjamin Graham-Nellor today for a consultation and personalised advice tailored to your unique circumstances.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Superannuation advice Retirement planning Wealth management Insurance solutions Investment strategies

Client Types

Personal Investors SMSF

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000234951

Verify on ASIC Register

Authorised Representative Number

000291391

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Benjamin Graham-Nellor offer?

Benjamin Graham-Nellor provides advice on superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities.

What are Benjamin Graham-Nellor's qualifications?

Benjamin holds a Certificate IV in Financial Services (Finance/Mortgage Broking), a Diploma of Financial Services, and has completed specialized courses in Margin Lending, Self Managed Super Funds, and ASX Securities.

How does Benjamin Graham-Nellor approach financial planning?

Benjamin focuses on creating personalised financial strategies tailored to each client's individual circumstances and goals, ensuring a comprehensive and supportive approach to financial well-being.

What should I expect during my first meeting with Benjamin Graham-Nellor?

During your initial consultation, Benjamin will discuss your financial situation, goals, and risk tolerance to develop a clear understanding of your needs and how he can assist you in achieving your financial objectives.

How can Benjamin Graham-Nellor help me with my retirement planning?

Benjamin can assist you in developing a comprehensive retirement plan that considers your superannuation, investments, and other assets to ensure a comfortable and secure retirement.

Get in Touch

Contact Benjamin directly for personalised advice.

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