Meet our Wealth Management Team
Diamond Blue employs a committed, friendly and enthusiastic team of advisers and client service personnel who maintain a highly personalised approach to clients. All senior advisers have achieved the industry's leading course of study and monitor industry and market trends ensuring their advice is relevant.
Benjamin Peters – Chief Executive Officer / Senior Financial AdviserGraduate Diploma of Financial Planning Authorised Representative/Financial Adviser Number : 291674 |
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Ben is the CEO and director of Diamond Blue Financial Services and has over 25 years experience in the finance industry. Ben and Michelle started Diamond Blue Financial Services in 2005. Ben and his team continue to strive for the highest quality of personal service. Ben’s specialty advice area is in investment, wealth creation, superannuation (including SMSF) and retirement planning strategies for retail and high-net-worth clients (including Ultra HNW). Ben’s ability to simplify complex situations and provide a solution in a short period of time is highly regarded in the industry. Prior to establishing Diamond Blue Financial Services, Ben held a variety of positions within funds management and financial planning firms including MLC, National Australia Bank and BT. Ben is dedicated to staying one step ahead of the market and has a passion for providing the highest quality service. He believes planning your financial future should be a positive experience and clients should be thinking about solutions for superannuation, investments, retirement income, income protection and estate planning as a minimum. Nominated as the 2010 and 2006 Rising Star Award (Association of Financial Advisers), Ben prides himself on keeping up to date with legislative changes, investment markets and new client strategies to ensure he delivers valued client outcomes. Ben completed his Graduate Diploma of Financial Planning in 2022. Ben is also a qualified Mortgage Broker (Credit Rep No 523127) under Diamond Blue Mortgage Consultants Pty Ltd ACN 56 122 365 075; Corporate Credit Rep No 523083; Licensed under BLSSA Pty Ltd (Australian Credit Licence No 391237)
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Michelle Peters – Senior Risk Manager / Financial AdviserGraduate Diploma of Financial Planning Authorised Representative/Financial Adviser Number : 291675 |
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Michelle is the principal of Diamond Blue Financial Services and is responsible for the Risk Management Division, Michelle specialises in mortgages, superannuation, personal insurance, and key man/ business insurance. With over 25 years of financial experience, Michelle's greatest strength is her client relationships. A testament to this is the many private clients who have followed Michelle throughout her 25+ year career. Michelle prides herself on providing quality advice with a high level of integrity and an intuitive knowledge of financial products and services. Prior to joining Diamond Blue, Michelle spent 10 years with a retail bank servicing all parts of NSW, allowing her to connect with a range of people including high net worth clients, business and working families. Michelle has been the recipient of numerous awards throughout her career including, 'Personal Banker of the Year', 'Supervisor of the Year' and 'Insurance Adviser of the Year' while at National Australia Bank. Michelle completed her Graduate Diploma of Financial Planning in 2022. |
Paul Oliver - Senior Financial AdviserBBus; Diploma of Financial Planning Authorised Representative/Financial Adviser Number : 001001127 |
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Paul has been advising trustees of self-managed super funds and private clients for over ten years. Whilst specialising in self-managed super, Paul has a great depth of knowledge and experience in all financial advice areas and funds management. Paul is a regular contributor to national media on the subject of self-managed super and is passionate about client education and providing and structuring individual client solutions. Prior to joining Diamond Blue Financial Services, Paul worked as an adviser and investment manager for a boutique financial planning firm, where he specialised in client portfolio and strategy development. Paul holds a Bachelor of Business Degree, Diploma of Financial Services and has completed several self-managed super fund specialist courses. Paul is currently doing his Graduate Diploma of Financial Planning. A requirement for all advisers by 2026 as per the Financial Planner & Financial Adviser Code of Ethics (previously FASEA). |
Carla Allen - Financial AdviserB Econ, C.A., CFP® Authorised Representative/Financial Adviser Number : 000464805 |
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Carla is a Certified Financial Planner with 20+ years’ experience in financial planning. She enjoys working with clients to help them understand their finances and provide them with a clear direction to achieve what is important to them. She believes in the importance of establishing an ongoing professional relationship with clients so that their financial plan can be adjusted as their situation and priorities change and as legislation and investment markets change. Carla’s background as a Chartered Accountant is invaluable in ensuring clients financial positions are optimised. Prior to working with Diamond Blue, Carla worked as a financial adviser with a boutique financial planning firm for 7 years, providing strategic and investment advice to high net wealth clients.
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Jeremy Cheong - Practice and Investment ManagerCFA®; BCom (Finance & International Business); Diploma of Financial Planning Authorised Representative Number: 001235454 |
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In 2009, Jeremy joined Diamond Blue Financial Services with a Bachelor of Commerce in Finance and International Business from the University of NSW. He has since earned his Diploma of Financial Planning and has been awarded his Chartered Financial Analyst (CFA) credential. Jeremy has over 13 years of experience in the industry and his role is to manage client investment portfolios by working closely with the Diamond Blue Financial Services' investment consultants, financial planners and Chartered Accountants. Jeremy is deeply aligned with Diamond Blue Financial Services' investment philosophy of achieving top-tier returns through investment managers selection and asset class diversification. |
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Sophia Payumo - Office and Compliance ManagerBCom (Accounting); Diploma of Financial Planning |
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Sophia started her career with Diamond Blue Financial Services in 2011 and has since gained experience in financial planning compliance and risk protection. Prior to this role, Sophia spent 4 years working closely with Diamond Blue's financial advisers to ensure clients met their insurance goals and objectives. Sophia's current role is to help our team ensure compliance standards are met. Sophia has helped improve Diamond Blue Financial Services' performance and compliance by continuing to adapt to the continuous regulation and compliance requirements within our industry. Sophia also works very closely with Jeremy Cheong and Ben Peters in the overall Human Resources management within the firm. Sophia received her Bachelor of Commerce with a Major in Accounting at Macquarie University. |
Jacob O'Sullivan - Financial AdviserBBus (Prof Accountancy), Dip Finance & Mortgage Broking, CFP® Authorised Representative Number: 001233073 |
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Jacob joined Diamond Blue Financial Services in July 2022 with a Bachelor of Business Professional Accountancy from the RMIT University in Melbourne. Jacob also has since completed his Diploma of Finance and Mortgage Broking and is a Certified Financial Planner. His responsibilities include tailoring recommendations for each client portfolio, client communication, client reporting and monitoring changes in client portfolios. Jacob prides himself with a great level of attention to detail and strong technical and communication skills.
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Aleksandar Radosevic - Investment AssociateBCom (Economics & International Business); Diploma of Financial Planning Authorised Representative/Financial Adviser Number : 001260862 |
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Alex joined Diamond Blue Financial Services in 2017 after working for 4 years at Ord Minnett, most recently as an Adviser Assistant. He has a Bachelor’s degree in Commerce, majoring in Economics and International Business and is currently pursuing the Advanced Diploma of Financial Planning. Alex's responsibilities include conducting investment research, providing analysis for client portfolios, clear client communication, client reporting and implementing changes in client portfolios. Alex takes pride in ensuring clients are kept well informed and up to date with their portfolios. |
Hugh Campbell - Investment AssociateBEcon; Advanced Diploma of Financial Planning Authorised Representative/Financial Adviser Number : 001266743 |
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Hugh joined Diamond Blue Financial Services in March 2022 with a Bachelor of Economics from Macquarie University and an Advanced Diploma of Financial Planning. He is currently pursuing mortgage broking as a means to further his knowledge and eventually assist client’s with debt strategies. Hugh works closely with Paul and Lizbelle and his main responsibilities are to assist with reporting, analysing and implementing changes to client’s portfolios to ensure they are kept appropriate for their needs. Hugh enjoys being able to assist clients in meeting their financial independence and making a positive impact on their overall financial affairs. |
Amanda Kim - ParaplannerBEcon (Economics & Finance); Diploma of Financial Planning |
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In 2015 Amanda joined Diamond Blue Financial Services and initially worked alongside Risk Specialists Dianna Pecherczyk and Michelle Peters in assisting clients with their insurances. Amanda then progressed to the Investment Team and worked with Ben Peters and Vikram Flora in maintaining client portfolios. Amanda has since become a Paraplanner and works closely with the whole team in preparing strategies and advice pieces for new and existing clients. She also works closely with the Investment Manager and Compliance Manager in assisting with the implementation of compliance and investment processes within the business. Amanda holds a Bachelor of Economics with a double major in Finance and Economics from the University of New South Wales. She has since earned her Diploma of Financial Planning and is currently pursuing the Advanced Diploma of Financial Planning. |
Melanie David - Provisional Adviser / Investment SupportB Applied (Fin & Econ); Provisional Adviser |
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Melanie supports the advisers in servicing clients. This includes researching on their existing and proposed portfolios, preparing their advice documents, implementing recommendations and monitoring their portfolios. Melanie is expected to complete her Provisional Year in March 2024. |
Our Insurance Support Team
The insurance support team work alongside our Senior Risk Specialist, Michelle Peters, to provide our clients with a professional Financial Planning experience. Their main duties include liaising with our paraplanners in the preparation of Statements of Advice and implementation of insurance recommendations in line with the industry's compliance requirements. They also focuses on providing excellent ongoing service to existing insurance clients - contacting customers and helping them with day to day enquiries. They also provide excellent support to the Risk Specialist and our clients in ensuring their insurances are reviewed regularly and are sufficient for their personal needs.
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Lizbelle Payumo-Ilagan - Insurance Support B Com (Accounting) |
Tara Modder - Client Support B Financial Advising; DFP |
Meet our Centralised Admin Team
The Centralised Admin Team (CAT) supports the business with administrative work. This includes the following tasks : new business, performance review and reporting, mail and payments, supporting our team in preparing end of year contribution advice to clients, compliance tasks (Fee Disclosure Statements and Consent Forms) and preparation of tax packs for our clients ready to be submitted to their respecitve accountants.
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Christine Jin - Team Leader B Econ & Applied Finance |
Livia Jones M Banking & Finance |
Kacey Allman-Cook B Com Fin |
Meet our Investment Consultants
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Jack Hu, CFA® |
Vikram Flora |