Ben is a seasoned financial planner with 20 years of experience, dedicated to delivering high-quality advice tailored to his clients’ unique needs.
His expertise is particularly strong in working with education professionals, where he has developed a deep understanding of retirement planning, including those with defined benefit superannuation schemes. With a commitment to ensuring financial security and growth for his clients, Ben takes a strategic approach to planning, offering insights that empower individuals to make informed decisions about their financial future.
Ben’s expertise spans a wide range of advice areas, including:
- Wealth accumulation
- Personal risk advice
- Retirement planning
- Centrelink strategies
- Aged care
He is known for his empathetic approach and ability to tailor advice to meet the evolving needs of individuals and families alike.
Outside the Office
Enjoys spending time with his young family, personal training outdoors and tinkering with technology.
Qualifications and Professional Designations
- Certified Financial Planner
- Bachelor of Business (Economics and Finance)
- Diploma of Financial Planning
