Ben has 20 years of experience working across privately-owned financial advice firms. Ben has been providing tailored solutions to clients as a licensed adviser for the past 17 years.
Ben holds a Bachelor of Business (Financial Planning) with Distinction from RMIT University completed in 2004 and attained the Self-Managed Superannuation Fund (SMSF) accreditation through Kaplan. Ben is a member of the Association of Financial Advisers (AFA).
Ben is passionate about his life’s work and making a difference. He works with clients preparing for retirement including retirees looking to preserve their assets and generate sustainable lifestyle income and young professionals and business owners looking to protect and grow their wealth. Ben has specialist knowledge in the areas of superannuation including SMSF, investment strategy and portfolio management, risk management including insurance, tax planning, retirement and estate planning.
Ben’s friendly rapport makes clients feel at ease planning their financial future with him and he founded Aquinance to create a trusted home for transparent, tailored financial services.
~ Thomas Henry Huxley