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Ben Rodney
MAppFin BSc ADA1
Stockbroker
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.
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.
Services and Specialties
Financial Planning
Self-Managed Super Funds
Superannuation Advice
Stockbroking
Warrants
Fixed Interest and Cash Management
Qualifications and Professional Affiliations
Bachelor of Science (Biomedical Science)
Graduate Diploma of Applied Finance & Investment
Master of Applied Finance
Associations
Australian Institute of Mining & Metallurgy AusIMM
Competencies
Tax (financial) Adviser
Generic
Securities
Direct International Equities Trading Adviser
Superannuation
ASIC Financial Advisers Register
Financial Planning
Managed Investments
FASEA Financial Adviser Exam
Margin Lending
Derivatives Level 1
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Brisbane. My employer remunerates me by way of percentage of fees. As a shareholder of Morgans Holdings (Australia) Limited, I may be entitled to a share of profits.
