Senior Financial Adviser, Wealth
Ben is a Certified Financial Planner® and has been in the financial planning and wealth management industry since 2005, following an earlier career across a range of roles in the Australian manufacturing industry.
When working with clients, Ben provides disciplined, customised solutions that help protect existing wealth, build future wealth and minimise tax. He prides himself on building long term relationships with clients to help them achieve their goals.
Ben holds a Bachelor of Engineering (Honours) and has completed a Graduate Diploma of Financial Planning at Distinction level. Ben was also recognised as the Dux of New South Wales and the Dux of Australia for his financial planning studies. He is a member of the Financial Planning Association of Australia and also holds specialist qualifications in Self Managed Superannuation Funds.