Ben Rodney

Ben Rodney

Authorised Representative: 000471234

Adviser

"My singular goal is the protection and growth of your family wealth. I believe in long term partnerships with my clients based on impeccable service, unquestionable integrity and strong performance."

Ben has been involved in financial markets for close to a decade having worked as an investment adviser with Tolhurst, Freeman Fox and Commonwealth Securities. Ben also has experience in the mining sector with Swann Global and healthcare through his Biomedical Science qualifications. Ben is based in Brisbane but visits Melbourne regularly for client meetings.

Services and specialities

  • Financial Planning
  • Fixed Interest and Cash Management
  • Warrants
  • Self Managed Super Funds
  • Stockbroking
  • Superannuation Advice

Investment Style

Ben is an active stock picker who utlilizes macro-economic and fundamental analysis to select quality stocks, combined with technical analyis for market timing. Ben offers a range of bespoke investment solutions including yield strategies, asset allocation and portfolio management through the use of equities and options. Ben also provides direct equity advice into wealth management and managing your own SMSF.

Industry Education & Experience

Qualifications
  • Bachelor of Science (Biomedical Science), University of Queensland, 1999
  • Graduate Diploma of Applied Finance & Investment, FINSIA, 2008
  • Master of Applied Finance, Kaplan, 2013
Professional Associations
  • Australian Institute of Mining & Metallurgy AusIMM
Approved Competencies
  • Derivatives Level 1
  • Financial Planning
  • Generic
  • Life Insurance
  • Managed Investments
  • Margin Lending
  • Securities
  • Superannuation

I am employed by Morgans Holdings (Australia) Pty Ltd which operates the business of Morgans Financial Limited. My employer remunerates me as your adviser by way of Commission. As a shareholder, I may be entitled to a share of profits. I am also eligible to participate in a bonus scheme depending on performance.