Principal – Financial Planning

As a qualified financial planner with additional accounting qualifications, coupled with 28 years of experience, Ben understands his clients' fundamental requirements.  With previous experience in both life insurance and financial planning organisations, Ben has gained his knowledge across many different platforms, allowing him to provide the most comprehensive advice for all his clients.

During his extensive financial planning career, Ben has developed a distinctive technical expertise and has been involved in many industry technical groups including developing and formalising strategic opportunities within legislative constraints.  Over the last 10 years Ben has applied his skills by focussing on the structuring of various types of non-traditional SMSF Pensions and other strategies in an effort to provide tax effective solutions.