Our EFFP Team

Authorised Representative/Financial Adviser Number : 291674

Ben is the CEO of Ellice-Flint Financial Planning and has over 25 years experience in the finance industry. 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 Ellice-Flint Financial Planning, 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. A requirement for all advisers by 2026 as per the Financial Planner & Financial Adviser Code of Ethics (previously FASEA).

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Authorised Representative/Financial Adviser Number : 000464805

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.

Authorised Representative/Financial Adviser Number : 378430

Authorised Representative Number: 001235454

In 2009, Jeremy joined EFFP 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 Ellice-Flint Financial Planning's investment consultants, financial planners and Chartered Accountants. Jeremy is deeply aligned with Ellice-Flint Financial Planning's investment philosophy of achieving top-tier returns through investment managers selection and asset class diversification.

Authorised Representative/Financial Adviser Number : 001260862

Alex joined Ellice-Flint Financial Planning 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 has completed his bridging courses to meet the requirements of Financial Planner & Financial Adviser Code of Ethics (previously FASEA).

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.

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Melanie has been working very closley with Paul Oliver, Ben Peters, Alex Radosevic and Michelle Peters during her Professional Year in the business as provisional adviser.

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.

Authorised Representative Number : 231977

Ross has over 30 years experience as a senior executive in the accounting and financial planning industry. Before founding Ellice-Flint & Co in 1985, Ross established at Coopers & Lybrand. Today, as a taxation specialist and a Fellow of the Institute of the Chartered Accountants Australia & New Zealand (CAANZ), Ross’ expertise is widely sought after in the industry.

His expertise includes:

• Business & investment structures and restructuring for public trading trusts and privately owned organizations
• Advising high net worth individuals and family groups including the set up and management for asset protection and estate planning

Ross’ key strength is coordinating a team of experienced staff members including wealth management at EFFP, to guide and manage client’s needs ensuring compliance and commercial outcomes.

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Authorised Representative/Financial Adviser Number : 001001127

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 EFFP, 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).

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Sophia started her career with Ellice-Flint Financial Planning 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 Ellice-Flint Financial Planning'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 Ellice-Flint Financial Planning' 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.

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Authorised Representative Number/Financial Adviser Number: 001233073

Jacob joined Ellice-Flint Financial Planning 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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Authorised Representative/Financial Adviser Number : 291675

Michelle is the principal of EFFP 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 EFFP, 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. A requirement for all advisers by 2026 as per the Financial Planner & Financial Adviser Code of Ethics (previously FASEA)..

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In 2015 Amanda joined EFFP 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.

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Authorised Representative/Financial Adviser Number : 001266743

Hugh joined Ellice-Flint Financial Planning in 2022 after working for 6 years at another financial planning firm as an Associate Adviser.

Hugh works very closely alongside Paul Oliver and Lizbelle Ilagan.

Hugh's responsibilities include providing analysis for client portfolios, clear client communication, client reporting and implementing changes in client portfolios.

Hugh takes pride in ensuring clients are kept well informed and up to date with their portfolios.

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