About Me

Ben has gained over 25 years of experience in financial services with various firms including E&P Financial Group, Morgans and Shadforth Financial Group. Over this time he has assisted a range of clients including senior executives, retirees and young families. Ben is a Certified Financial Planner® and has completed a Bachelor of Business (Financial Planning) from RMIT University and a Graduate Diploma of Applied Finance and Investment from the Financial Services Institute of Australasia.

Areas of Focus

  • Investments
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Education Symbol
    Highest Level of Education Graduate Diploma
  • Years of Experience
    Years of Experience 14 Years
  • Licensed By
    Licensed By Health Professionals Plus Pty Ltd
CERTIFIED FINANCIAL PLANNER®