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Ben Hollis
CERTIFIED FINANCIAL PLANNER® DipFP
Branch Manager
I am supported by a team of professional finance specialists. This unique team approach ensures you receive the best advice for every part of your financial plan.
Ben is a CERTIFIED FINANCIAL PLANNER® (the industry's highest designation) with over 20 years experience in the financial services industry. Ben enjoys helping people achieve their goals and objectives by applying a common sense approach to planning.
Investment Style
Ben adheres to a disciplined investment framework using a broad network of quality investment and economic information. He will explain investments to you simply and provide confidence by delivering sound investment strategies tailored to your personal goals and risk profile.
Services and Specialties
Superannuation Advice
Retirement and Estate Planning
Financial Planning
Stockbroking
Self-Managed Super Funds
Portfolio Administration
Qualifications and Professional Affiliations
FPC002B Ethics and Professionalism in Financial Advice
Diploma of Financial Planning
CERTIFIED FINANCIAL PLANNER®
ASX Markets Responsible Executive Exam
Advanced Certificate in Accounting
Associations
Member of the Financial Advice Association Australia
Competencies
Life Insurance
Superannuation
Generic
Securities
Financial Planning
Managed Investments
Margin Lending
I am a partner of Mid Coast Money Management Pty Ltd which operates the business of Morgans Financial Limited - Port Macquarie. My employer remunerates me by way of salary. As a shareholder of Mid Coast Money Management Pty Ltd, I may be entitled to a share of profits. As a Partner of Mid Coast Money Management Pty Ltd, I will be entitled to a share of profits. I am eligible to participate in a bonus scheme depending upon performance.
