Principal Adviser – CFP®
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With over 20 years of experience in financial services, Ben has invested heavily into furthering his education. He’s regarded as highly qualified within his profession because he is a Certified Financial Planner, has a business degree and a postgraduate degree in finance and investment. His education enables him to help clients in all aspects of their financial planning needs and ensure they receive the highest quality advice and support.
When he’s not in the office or furthering his education, you’ll find Ben living and playing around the Mornington Peninsula (he reckons it’s easily the best place on earth and settled there more than 18 years ago).
BBus, Dip FP, GDipAppFin