BKM WEALTH - Key Persons
Cheree joined the team as a graduate accountant in 1987. She became Principal of the firm in 2004 and the Chief Executive Officer in 2013. Cheree's areas of expertise include business services, income tax, audit and self-managed superannuation funds. Her clients include SMEs, family businesses, professionals, investors and high net-worth individuals from a variety of industries. Cheree is well known for having strong personal relationships with clients based on trust and understanding.
Job Titles:
- Financial Planner ( AR 333637 )
Grant joined Benjamin King Money Wealth in November 2020 and has 12 years experience as a financial planner. Key areas of specialization are retirement planning, investment, superannuation/SMSF and risk insurance. In addition to this, Grant has experience in Aged Care, Debt Management and Cashflow Management.
Grant has successfully run his own financial planning business and previously worked in both technical and commercial roles in the Chemicals industry. He takes a strategic approach with his client's investments and likes to spend time educating them so that they feel confident in their financial future.
Job Titles:
- Financial Planner ( AR 278355 )
Murray started Financial Planning in 2003 and specialises in providing Wealth Creation (Investment), Wealth Protection (Insurance), Superannuation and Estate Planning strategies to assist a range of clients in both the Wealth Accumulation and Retirement stages of their life.
In particular he has developed extensive skills in dealing with business owners who require complex Business Protection, Self-Managed Superannuation Fund and Succession Planning advice.
Murray works alongside Benjamin King Money Wealth's clients on long term tailored solutions including Investment Portfolios that take into consideration any Ethical, Environmental or Values Based Investment Options.
Terry has over 20 years' experience as a professional accountant and has been a Principal of the firm since 2000. His areas of expertise include accounting, income tax, information technology and business management for small to medium size business and high net-worth groups. Terry is passionate about giving strategic and proactive advice to people by deeply understanding their financial and business affairs.