Our Team


Diamond Blue employs a friendly, committed 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 - Diploma of Financial Planning and monitor industry and market trends ensuring their advice is relevant.

  

Benjamin Peters – Chief Executive Officer

Associate Diploma of Financial Planning

 

Ben is the CEO of Diamond Blue Financial Services and has more than 17 years experience in the finance industry, 10 of those years with Diamond Blue Financial Services. Ben and his team of specialists now manage over $1bn on behalf of clients. Ben’s specialty is in investment, wealth creation, superannuation and retirement planning strategies for high net worth clients. 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 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.

 

Michelle Peters – Senior Risk Manager

Advanced Diploma of Financial Planning

 

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 22 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 22-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.

 

Dianna Pecherczyk – Senior Risk Adviser

Diploma of Financial Planning

Dianna has worked in the insurance industry since the year 2000.  Working both inside and out of the insurance companies has helped her to develop a very strong technical knowledge in the industry. Her technical strength provides clients with easy to understand information on insurance policies, therefore providing them with the most appropriate cover considering their personal and financial circumstances. She is passionate about protecting the lives of her clients against the financial hardship that a health crisis could effect on an individual, family or business.

 

Paul Oliver - Senior Financial Adviser

BBus; Diploma of Financial Planning

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.

  

 

Carla Allen - Financial Adviser

B Econ, F.C.A.

                                                                                                                                                                                                                                                                                                                                                                                     

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. 

                                                        

  

 

 

Jack Hu - Investment Manager

CFA®; BCom (Accounting and Finance); Diploma of Financial Planning

Jack has over 12 years of experience in financial planning, investment market and asset management. Jack’s role is to manage client investment portfolios by working closely with the Diamond Blue Financial Services' investment consultants, financial planners and Chartered Accountants. Jack is deeply aligned with Diamond Blue Financial Services' investment philosophy of achieving top-tier returns through investment managers selection and asset class diversification.

Jack holds a Bachelor of Commerce Degree from the University of New South Wales and has been awarded his Chartered Financial Analyst (CFA) credential and is committed to achieving top-tier returns through investment managers selection and asset class diversification.

 

 

Sophia Payumo - Office and Compliance Manager

BCom (Accounting); Diploma of Financial Planning



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 received her Bachelor of Commerce with a Major in Accounting at Macquarie University. She is currently completing her Advanced Diploma of Financial Planning.

  

 

Jeremy Cheong - Investment Associate 

CFA®; BCom (Finance & International Business); Diploma of Financial Planning

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 10 years of experience in the industry and works closely with the advisers as an associate adviser conducting investment research and providing analysis for client portfolios. His other responsibilities include tailoring recommendations for each client portfolio, client communication, client reporting and assisting with monitoring changes in client portfolios. Jeremy has a positive outlook on life and enjoys working with his team to provide clients with exceptional service.

 

 

Vikram Flora - Investment Associate 

BBus (Economics & Finance); Diploma of Financial Planning

        

Vikram joined Diamond Blue Financial Services in 2014 with a Bachelor of Business from the University of Technology Sydney.    

Vikram works closely with the advisers as an associate adviser conducting investment research and providing analysis for client portfolios. His other responsibilities include tailoring recommendations for each client portfolio, client communication, client reporting and assisting with monitoring changes in client portfolios. Vikram prides himself with a great level of attention to detail and strong technical and communication skills.                                                                                                                                                                              

  

 

Aleksandar Radosevic - Investment Associate 

BCom (Economics & International Business); Diploma of Financial Planning

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.

 

 

Amanda Kim - Paraplanner

BEcon (Economics & Finance); Diploma of Financial Planning

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.

  

 

Lizbelle Payumo-Ilagan - Adviser Support

BCom (Accounting)

                                                                                                                                                                                      

Lizbelle joined Diamond Blue Financial Services in August 2011. She has a Bachelor of Commerce with a Major in Accounting at Macquarie University.

Lizbelle works closely with Paul Oliver and is currently responsible for client administration. She supports the advisers in providing exceptional service to new and existing investment clients of Diamond Blue Financial Services. Lizbelle's main role is to assist in the preparation of Statements of Advice, guide clients through the implementation process, initiates and monitors account transfers, and helps maintain communication between clients and advisors. She is currently undertaking her Diploma of Financial Planning.

 

   

Yue Leng - Investment Support

Master of Education; DFP

                                                                                                                                                                                                                                               

Yue joined Diamond Blue Financial Services in April 2021 with a Diploma of Financial Planning. She has been working in the financial planning industry, mainly focusing in risk, since 2014. Yue is currently doing her Graduate Diploma of Financial Planning.

Yue works alongside Vik and Ben and her main responsibilities are to assist in generating client reports on a quarterly and annual basis. Yue also assists the team in the preparation of Statements of Advice, implementation of recommendations and provides excellent ongoing service to existing clients.      

                                                         

   

Melanie David - Investment Support

B Applied Finance & Econ

                                                                                                                                                                                                                                                           

Melanie joined Diamond Blue Financial Services in April 2021 with a Bachelor of Applied Finance and Economics. She has been working in the financial planning industry since 2019 in client services roles. Melanie is currently undertaking her Masters of Financial Planning and is expected to complete this by the end of 2021.

Melanie works closely with Alex and Tara and her main responsibilities are to assist in the preparation of Statements of Advice, guide clients through the implementation process, initiate and monitor cleints' investment/super portfolios and help maintain communication between clients and advisers.  

                                                         

Tara Modder - Investment Support

B Financial Advising; Diploma of Financial Planning

Tara joined Diamond Blue Financial Services with a Bachelor’s degree in Financial Advising and is RG146 qualified. Tara has 5 years' experience in customer service roles within the financial planning industry.

Tara works alongside Aleksander and her main responsibilities are to assist in generating client reports on a quarterly and annual basis. Tara also assists the advisers in the preparation of Statements of Advice, implementation of recommendations and provides excellent ongoing service to existing clients.                                                              

 

Kacey Allman - Adviser Support

B Commerce Finance

                                                                                                                                                                                                                                                                                                                       

Kacey joined Diamond Blue Financial Services with a Bachelor’s degree in Commerce Majoring in Finance. Kacey has been in customer service roles within the financial planning industry since February 2019.

Kacey works closely with Carla Allen and is responsible for client administration. She supports Carla in providing exceptional service to new and existing investment clients of Diamond Blue Financial Services. Kacey's main role is to assist in the preparation of Statements of Advice, guide clients through the implementation process, initiates and monitors account transfers, and helps maintain communication between clients and advisers.

                                                         

  

Kirra Goodchild- Insurance Coordinator 

Diploma of Financial Planning

Kirra started in the financial planning industry in 2013, specialising in risk protection. She is located on the Gold Coast and has been with Diamond Blue Financial Services since 2015. Kirra has been dedicated to working with clients on their insurance and protection plans. 

Kirra’s role is to work as part of a team alongside the advisers to provide our clients with a professional ongoing Financial Planning experience. This includes preparation of Statements of Advice and implementation of insurance recommendations in line with the industry's compliance requirements. For Kirra, it really goes beyond just paperwork; it is rewarding to know that she plays a hand in helping to provide protection and peace of mind for each and every client she works with. 

 

    


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