Managing Director and Senior Financial Adviser, Ben has garnered an excellent reputation within the Financial Planning Industry through hard work, client advocacy and innovative thinking. Ben sets his expectations high. His friendly demeanour and unwavering dedication to clients is one of the keys to his success.
Ben has over 16 years’ experience in the finance industry and holds a Bachelor of Economics and Advanced Diploma of Financial Services, and is also a member of the Financial Planning Association of Australia.
He specialises in giving advice in the following disciplines:
- Retirement Planning
- Redundancy rollover and investment
- Investment Advice including Direct Shares
- Capital Protected Investments
- Self-Managed Super Funds establishment and investment
- Aged Care
- Personal Insurance including Life, Income Protection and Major Trauma cover
His focus centres on effective client relationships and ensuring his clients succeed in reaching ‘financial freedom’. Bring dreams to reality is the core underlying objective and is one of Ben’s key drivers.
Away from work, Ben enjoys keeping fit and spending time with friends and family.