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Ben Buchanan
Senior Private Client Adviser
I consider your needs as a whole and aim to provide comprehensive advice across all areas of financial investments and fixed interest.
Ben entered the equity market in 2008 with Burrell Stockbroking. Ben actively manages his clients' portfolios with a strong emphasis on personal client relationships and their individual goals and objectives.
Investment Style
Ben gives comprehensive investment advice for individuals and self managed super funds seeking long-term growth and tax-effective income. He has a particular interest in portfolio management for investment, superannuation and retirement.
Services and Specialties
Fixed Interest and Cash Management
Investment Advice
Margin Lending and Gearing Strategies
Stockbroking
Wealth Management
Qualifications and Professional Affiliations
SDIA Accreditation Program RG146
Graduate Certificate in Applied Finance & Investment
Ethics and Professional Relationships
Bachelor of Agribusiness (Marketing)
Professional Diploma in Stockbroking
Associations
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
Margin Lending
FASEA Financial Adviser Exam
Derivatives Level 1
Managed Investments
Generic
Securities
Tax (financial) Adviser
ASIC Financial Advisers Register
I am employed by New Quattro Pty Ltd T/A which operates the business of Morgans Financial Limited - Newstead. My employer remunerates me by way of salary. As a shareholder of New Quattro Pty Ltd T/A, I may be entitled to a share of profits.
