About Me

Ben understands that everyone’s journey is different and has experienced this firsthand since joining the industry in 2011.

With a passion to understand, he focuses on discovering what’s important to his client’s now as well as in the future, providing value and direction in working towards their objectives. Ben enjoys taking complex strategies and making them easy to understand. By looking at things with a broader lens and thinking outside of the box, he is always striving to deliver the best outcomes for his clients.

To Ben, ensuring that he is at the forefront of changes within the financial planning industry is a must. He holds a Bachelor of Accounting, Advanced Diploma of Financial Planning and SMSF Accreditation. He is constantly learning, training, and developing to ensure that you will receive the most relevant and up-to-date information.

Ben is also passionate about creating and navigating his own personal journey. Whether it’s being active in the outdoors with his family, watching the rugby or cricket, or exploring a part of the world he hasn’t been to yet, Ben believes in living a full, adventurous, and happy life.

Areas of Focus

  • Cashflow management
  • Debt management
  • Estate planning
  • 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 12 Years
  • Licensed By
    Licensed By Alliance Wealth Pty Ltd