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Ben Williamson
BCom CFP®
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.
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.
Services and Specialties
Stockbroking
Self-Managed Super Funds
Financial Planning
Wealth Management
Superannuation Advice
Retirement and Estate Planning
Qualifications and Professional Affiliations
CERTIFIED FINANCIAL PLANNER®
Bachelor of Commerce
Diploma of Financial Planning
Ethics and Professional Relationships
Associations
No items found.
Competencies
Financial Planning
Securities
Superannuation
Managed Investments
Generic
Life Insurance
I am employed by Geelong Private Wealth Management Pty Ltd which operates the business of Morgans Financial Limited - Geelong. My employer remunerates me 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.
