Ben has over 30 years experience in the Financial Services industry, with over 20 of them with the current business. Since 1993 he has specialised in retirement planning and the development of technical strategies, so he knows how to make the transition to retirement a smooth one.
Ben holds an Advanced Diploma of Financial Services (Financial Planning) and is a member of the Financial Planning Association of Australia Limited. He also has an accounting qualification and is a member of the National Institute of Accountants, although he has never practiced as an accountant.
Able to provide access to the following Financial Services through First Financial:
Financial planning advice | Wealth accumulation advice | Superannuation advice, including Self Managed Superannuation Funds | Redundancy advice | Retirement advice | Gearing strategies | Cash flow advice | Social security benefits advice | Centrelink | Life and disability insurance advice | Estate planning services (financial planning)
Authorised to provide advice on the following services:
Managed investments | Superannuation | Personal insurance | Securities | Self Managed Superannuation Funds
Authorised to offer the following products:
Managed investments | Superannuation | Deposit taking facilities | Personal insurance (e.g. life insurance) | Portfolio administration services | Retirement savings accounts | Securities | Structured products | Government debentures, stocks and bonds
AFL Team: St Kilda