Specialist Areas
Professional Qualifications
- Certified Financial Planner (CFP®)
- Bachelor of Commerce-Accounting at Macquarie University
- Master of Financial Planning at Kaplan Professional
- Diploma of Financial Planning at Financial Planning Association
Experience
Ben has over 20 years’ experience across boutique, accounting and ASX listed firms with the knowledge and experience to design comprehensive and personalised strategies. He is currently an Associate Director and Financial Adviser in Prosperity’s Newcastle office.
Ben brings a dynamic approach to both wealth creation and asset protection, and understands individual circumstances are forever changing. Ben prides himself on proactive advice, communication and has a passion for investment markets
Ben has been recognised in the industry with several awards, including ifa's Investment Adviser of the Year for 2022, Money Management’s Financial Planner of the Year and Financial Standard’s Power50 Most Influential Advisers in Australia.
Ben is committed to developing holistic and personalised advice to his clients now and over the long term.
Memberships and Appointments
- Authorised Representative of Prosperity Wealth Advisory Services Pty Ltd (AFSL 533675) ABN 32 141 396 376
- Financial Planning Association – Member
- Tax Practitioners Board – Tax Adviser
Awards
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