"As a trusted adviser, I aim to provide clear and tailored advice to satisfy your investment goals and objectives. I am committed to achieving the best outcomes for you, to both preserve and maximise your future wealth."
Ben is a Private Client Adviser with 10+ years of experience in the financial services sector. He has previously held positions at JPMorgan and multiple departments across the Morgans network. Ben’s ability to maintain open and honest communication ensures he provides outstanding service in building trust and cultivating client relations.
Services and specialities
- Financial Planning
- Fixed Interest and Cash Management
- Investment Advice
- Stockbroking
- Superannuation Advice
Investment Style
Ben's investment approach is to carefully consider each client's personal circumstances to provide tailored investment strategies to meet their needs and objectives. Through diversification across multiple asset classes, Ben looks to construct and manage well balanced portfolios for medium to long term investment horizons.
Industry Education & Experience
Qualifications
- Masters of Applied Finance, Kaplan, 2018
- Bachelor of Business (Finance), QUT, 2012
- Superannuation & Retirement Planning, Kaplan, 2020
- Financial Planning Fundamentals, Kaplan, 2020
Approved Competencies
- Generic
- Securities
- Managed Investments
- Margin Lending
- Superannuation
- Financial Planning
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Melbourne. My employer remunerates me by way of salary and percentage of fees. I am eligible to participate in a bonus scheme depending upon performance.