FINANCIAL ADVISERS
Grant McWhinney – Financial Adviser (AR 333637)
Dip FP, BSc, Grad Dip BA
grantm@bkmwealth.com.au | 03 9098 4255
Grant joined Benjamin King Money Wealth in November 2020 and has 12 years experience as a financial adviser. Key areas of specialisation 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.
Rikki Juzwin – Financial Adviser (AR 1235156)
B.Bus (Financial Management, Marketing), AdvDip FP, CFP
rikkij@bkmwealth.com.au | 03 9098 4234
Rikki started his career in the Financial Planning industry in 2013 whilst still studying at university. Since then, Rikki has regularly enhanced his skills and qualifications and received top industry qualification of Certified Financial Planner in 2023.
Rikki Joined Benjamin King Money Wealth in February 2025 as a Financial Planner. Rikki specialises in Retirement planning, Tax management, Insurance, Wealth creation, Superannuation and goal-based strategies. In addition, Rikki has experience in aged care, debt management, and cash flow management.
Rikki believes that a collaborative and educational approach with his clients produces the best financial and personal outcomes.
BENJAMIN KING MONEY WEALTH DIRECTORS
Cheree Woolcock – B.Bus (Accounting) FCA, FTIA, RCA, RG146 Specialist Superannuation
chereew@dfkbkm.com.au | 03 9098 4229
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.
Terry Stramotas – B.Econ (Accounting) FCA, FTIA
terrys@dfkbkm.com.au | 03 9098 4203
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.