Your Adviser’s Experience:
Ben commenced his Financial Planning career in 2019, following a career as a tax accountant for a large multi-national firm and during this time, has gained extensive knowledge in the areas of personal insurance, estate planning, superannuation, and investment advisory services.
Industry Credentials & Education:
Ben holds a Bachelor of Business (Major Accounting) and has subsequently completed his Graduate Diploma of Financial Planning to become FASEA Accredited. This post graduate qualification has provided the opportunity to meet the new industry regulatory requirements and broaden Ben’s technical knowledge in the areas of taxation, succession planning and investment advice.
Ben is a Financial Planner AFP® member of the Financial Advice Association Australia. This certification assures the public that those accredited have met rigorous professional standards and have also agreed to adhere to the principles of integrity, objectivity, competence, fairness, diligence, professionalism, confidentiality, and compliance.
Service & Advice Focus:
With a focus on providing personal and tailored advice, Ben assists clients with making informed financial decisions and guiding them through key stages in life to help them achieve their goals and plans for a secure future. Ben is committed to ongoing professional development to ensure that his clients receive the best possible service and advice.
