About Me

Ben is a forward-thinking visionary who sees the big picture whilst honouring tradition.

A Partner and Senior Wealth Manager at EGU, Ben is the wealth management expert who gives clients the knowledge and tools they need to achieve their financial goals. With a Bachelor of Business double major degree in Accounting and Financial Planning, Ben has an in-depth understanding of both industries and how they impact on your financial situation. To complement these qualifications, Ben has completed a Certificate IV in Financial Services and is a qualified Justice of the Peace (JP).

"I’m immensely passionate about investing and in particular, compounding. It’s amazing to see the life changing benefits one can achieve as a result of a good financial strategy, an extended period of time and compounding."

Ben takes pride in being an active member in his local community, having previously been a board member of the Teneriffe Festival Incorporated, New Farm and Districts Historical Association as well as Tattersall’s Club Shooters.

Ben's interests include clay pigeon shooting, camping and reading historic literature.

Ben is a Director and Authorised Representative (AR# 401073) of EGU Financial Services Pty Ltd (ABN# 19 626 684 366) (AFSL# 509564).

Areas of Focus

  • Aged care
  • Cashflow management
  • Debt management
  • Divorce
  • Employment changes
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • SME advice
  • SMSF
  • Superannuation
  • Wealth management
  • Education Symbol
    Highest Level of Education Bachelor Degree
  • Years of Experience
    Years of Experience 14 Years
  • Licensed By
    Licensed By Egu Financial Services Pty Ltd