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.

 

Ben Peters - Senior Financial Planner

Associate Diploma in Financial Planning

Principal of the business and responsible for the Financial Planning Division, Ben has more than 15 years experience in the finance industry, eight of those as a financial planner. Ben and his team of specialists now manage over $300M on behalf of clients.

Prior to establishing Diamond Blue Financial Services, Ben held a variety of positions within funds management and financial planning firms and now specialises in investment strategies, wealth creation, superannuation and retirement planning.

Ben is dedicated to staying one step ahead of the market and has a passion in 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 Financial Planner

Diploma of Financial Services

Principal and responsible for the Risk Management Division, Michelle specialises in mortgages, superannuation and insurance. With over 20 years of financial experience, Michelle's greatest strength is her client relationships. Testament to this is the many private clients who have followed Michelle throughout her 20 year career.

Michelle has been the recipient of numerous awards throughout her career including:

  • Personal Banker of the Year
  • Supervisor of the Year
  • Insurance Adviser of the Year

Michelle's customer service philosophy is simple: Listen carefully, ensuring plans and strategies recommended truly reflect the individual and business objectives for each client. 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.

 

Craig Meathrel - Financial Planner

Graduate Diploma in Financial Planning

Craig is a key member of the Financial Planning division and is purely focused on delivering tailor-made financial strategies to clients. As an experienced financial planner, Craig understands the power in defining a clear direction for a client’s financial life.

Craig’s passion and commitment in helping his clients focus on long term objectives means:

  • He maximises the probability that clients will achieve their goals;
  • Gets their financial house in order and keeps it that way and;
  • Removes any financial uncertainty.

As a financial strategist, Craig helps clients with defining their goals, developing investment strategies, risk management, superannuation and retirement planning.

Craig has post-graduate qualifications in Financial Planning is an active member of the Financial Planning Association of Australia (FPA) and forms part of the committee representing the Sydney Chapter of the FPA.

Prior to joining Diamond Blue Financial Services, Craig has provided financial advice to clients in premium banking and at boutique advisory firms.