"I provide objective, tailored wealth management advice based on informed analysis, prudent judgement and experience. I strive to add value for my clients and achieve their personal objectives."
Ben began his financial services career as an Accountant in 1997 before moving to JBWere in 2002 as a Financial Adviser. Ben commenced with Morgans in 2011 as a Private Client Adviser. Ben is a keen supporter of the Geelong Football Club and also enjoys spending time with his young family and the occasional game of golf.
Services and specialities
- Financial Planning
- Retirement and Estate Planning
- Self-Managed Super Funds
- Stockbroking
- Superannuation Advice
- Wealth Management
Investment Style
Ben insists on gaining a full understanding of a client's financial position before drawing on his experience and the resources of Morgans to provide the most appropriate solutions. Over the years Ben has proactively assisted a broad range of clients with their wealth management needs. Ben prides himself on developing long term, trusted relationships with his clients.
Industry Education & Experience
Qualifications
- Bachelor of Commerce, Deakin University, 1997
- Diploma of Financial Planning, FPA, 2004
- CERTIFIED FINANCIAL PLANNER®, FPA, 2006
- Ethics and Professional Relationships, QUT, 2020
Approved Competencies
- Financial Planning
- Generic
- Life Insurance
- Managed Investments
- Securities
- Superannuation
I am employed by Geelong Private Wealth Management Pty Ltd which operates the business of Morgans Financial Limited - Geelong. My employer remunerates me as your adviser by way of salary and percentage of fees. As a shareholder of Geelong Private Wealth Management Pty Ltd, I may be entitled to a share of profits.