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Ben Cavanough
BBus(EconFin) MAppFin
Private Client Adviser
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.
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.
Services and Specialties
Stockbroking
Fixed Interest and Cash Management
Investment Advice
Financial Planning
Superannuation Advice
Qualifications and Professional Affiliations
Masters of Applied Finance
Superannuation & Retirement Planning
Financial Planning Fundamentals
Bachelor of Business (Finance)
Associations
No items found.
Competencies
Margin Lending
Generic
Financial Planning
Superannuation
Securities
Managed Investments
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.
