"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.
Services and specialities
- Financial Planning
- Portfolio Administration
- Retirement and Estate Planning
- Self-Managed Super Funds
- Stockbroking
- Superannuation Advice
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.
Industry Education & Experience
Qualifications
- Advanced Certificate in Accounting, TAFE, 1996
- Diploma of Financial Planning, Deakin University/ FPA, 2002
- CERTIFIED FINANCIAL PLANNER®, Deakin University, 2005
- ASX Markets Responsible Executive Exam, Stockbrokers and Financial Adviser Association, 2018
- FPC002B Ethics and Professionalism in Financial Advice, Kaplan, 2021
Approved Competencies
- Financial Planning
- Generic
- Life Insurance
- Managed Investments
- Margin Lending
- Securities
- Superannuation
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 as your advisor by way of salary. As a shareholder and partner, I will be entitled to a share of profits. I am eligible to participate in a bonus scheme depending upon performance.