Ben Sum Email & Phone Number
COO and Head Of Advice @ alcove
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Ben Sum Location
- Brisbane, QLD, AU
Ben Sum Work
- 2024 -now COO and Head Of Advice @
- 2018 -2024 Mortgage Broker @
- 2011 -2021 Founder and Strategy Expert and Paraplanning Specialist @ BS Financial Advisory
- 2018 -2020 Financial Adviser and Mortgage Broker @
- 2010 -2012 Senior Paraplanner and Accountant @
Ben Sum Education
- UNSW Business School
SMSF Specialisation Course
2014-2014 - University of Adelaide
SMSF Specialist Course
2014-2014 - Kaplan Professional
Diploma of Finance and Mortgage Broking
2013-2014 - CPA Australia Program
CPA (Accounting and Finance)
2011-2013 - The Tax Institute
Diploma of Australian Tax Law
2011-2011 - Kaplan Professional
Diploma of Financial Planning
2010-2010 - University of Melbourne
Bachelor of Commerce (Finance)
2007-2010 - Scotch College, Melbourne
VCE
2004-2006
Ben Sum Skills
- Tax
- Microsoft Excel
- Excel
- Management
- Financial Analysis
- Accounting
- Financial Planning
- Investments
- Compliance
Ben Sum Summary
- Ben Sum, based in Brisbane, QLD, AU, is currently a COO and Head Of Advice at alcove. Ben Sum brings experience from previous roles at Wealthful., BS Financial Advisory and Oak Group Holdings. Ben Sum holds a 2014 - 2014 SMSF Specialisation Course @ UNSW Business School. With a robust skill set that includes Tax, Microsoft Excel, Excel, Management, Financial Analysis and more. Ben Sum has 1 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Ben Sum?
Find contact details for 700 million professionals.
Others Named Ben Sum
Ben Sum
COO and Head Of Advice
Brisbane, QLD, AU
Benjamin Sum
Associate parther
Ashburn, VA, US
Top alcove Employees
Rich Lloyd
Chief Marketing Officer
Whale Beach, NSW, AU
Ben Sum
COO and Head Of Advice
Brisbane, QLD, AU
Adam Mastrosa
Mortgage Broker
Sydney, NSW, AU
Amethyst Rosal
Podcast Producer
Philippines
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co