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Craig Benham

PRINCIPAL FINANCIAL SERVICES

Craig is a financial services professional who focuses on working with clients to meet their wealth creation and protection needs. Craig has broad experience in financial services having worked in the industry since 1992 with leading financial institutions including AXA, Lend Lease, NAB and Macquarie Bank.

Craig joined Forsyths in 2006 and is Principal of Forsyths Financial Services. Craig's areas of expertise include:

Craig is an authorised representative of Forsyths Financial Services (#307492) and has tertiary qualifications in economics, applied finance and investment and financial planning. He is a Certified Financial Planner® (CFP®) member of the Financial Planning Association of Australia and is an accredited SMSF Specialist Adviser™ (SSA™) through the Self-Managed Super Fund Association (SMSF Association). Craig is a Registered Tax Financial Adviser with the Tax Practitioner Board, Registration number 25287916.

Craig's Adviser Profile

 


Julie Sherwood 

PRINCIPAL FINANCIAL SERVICES

Julie Sherwood is a Representative (number 335525) of Forsyths Financial Services and is authorised to advise and to arrange and deal in financial service products on behalf of Forsyths. 

Julie has over 15 years experience in financial services, having worked in the industry since 2003 with leading financial institutions including Commonwealth Financial Planning, Charter Financial Planning and AXA/AMP.

Julie joined Forsyths in 2011 and her areas of expertise include:

Julie is authorised by Forsyths to provide financial product advice to both retail and wholesale clients under Forsyths Australian Financial Services Licence. 

Julie is a member of the Financial Planning Association of Australia (FPA) and the Self Managed Super Fund Association (SMSF Association). 

Julie's Adviser Profile

 


Lara Gill

FINANCIAL ADVISER

Lara Gill is a Representative (number 1237858) and, Lara is a dedicated Financial Adviser with Forsyths Financial Services.

Lara has over 12 years experience in the financial services industry. Lara joined the Forsyths Financial Services team over 10 years ago, and has been actively involved with our client base for this time.

Lara works across all areas of financial planning and is also a self-managed superannuation fund specialist advisor.

Her particular areas of expertise are:

Lara's Adviser Profile

 


Ben Lockwood

FINANCIAL ADVISER

Ben Lockwood is a Representative (number 318369) of Forsyths Financial Services and is authorised to advise and to arrange and deal in financial service products on behalf of Forsyths. 

Ben has over 9 years experience in financial services, having worked in the industry since 2007 with publically listed and private advisory firms including WilsonHTM and Elston. 

Ben joined Forsyths in 2016 and his areas of expertise include:

Ben is authorised by Forsyths to provide financial product advice to both retail and wholesale clients under Forsyths Australian Financial Services Licence.  He is not authorised to provide services in the areas of general insurance or mortgage broking.

Ben's Adviser Profile 

 


Alex Thomas

FINANCIAL ADVISER

Alex Thomas is a Representative (number 001002590) of Forsyths Financial Services (Forsyths) and is authorised to advise and arrange to deal in financial services products on behalf of Forsyths.

Alex has over 17 years experience in financial services having worked in the industry since 2000 with leading financial institutions including Citibank, Count Financial, and NAB. 

Alex joined Forsyths in 2017.  Alex’s areas of expertise include

Alex is authorised by Forsyths to provide financial product advice to both retail and wholesale clients under Forsyths Australian Financial Services Licence. He is not authorised to provide services in the areas of general insurance or mortgage broking.

Alex's Adviser Profile