About Me

Ben has been providing tailored financial advice solutions to clients as a licensed adviser for over 17 years. Following his passion, Ben commenced his career in the financial advice 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 Financial Advice Association of Australia (FAAA).

Ben has specialist knowledge in the areas of superannuation including SMSF, retirement planning, investment strategy & portfolio management, risk management including insurance, tax planning & succession.

Areas of Focus

  • Aged care
  • Cashflow management
  • Estate planning
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
  • Years of Experience
    Years of Experience 21 Years
  • Licensed By
    Licensed By Lifespan Financial Planning Pty Ltd