Summary

Ben has been providing tailored financial advice solutions to clients as a licensed adviser for over 15 years. Following his passion, Ben commenced his career in the financial planning industry in 2002. Ben holds a Bachelor of Business (Financial Planning) with Distinction from RMIT University completed in 2004 and also attained the Self-Managed Superannuation Fund (SMSF) accreditation through Kaplan. Ben is a member of the Association of Financial Advisers (AFA). Ben has specialist knowledge in the areas of superannuation including SMSF, investment strategy & portfolio management, risk management including insurance, tax planning, retirement planning & succession.

Focus Areas

• Estate Planning
• Income Protection
• Life Insurance
• Retirement Planning
• Superannuation
• Wealth Management

Education

Bachelor Degree

Bachelor Degree (Financial Planning)