Ben Williamson

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BCom CFP®

Authorised Representative: 000396823

Director - Morgans Geelong / Private Client Adviser

"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
Professional Associations
  • Tax (Financial) Adviser
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. I am eligible to participate in a bonus scheme depending upon performance.