A true advice professional with over 20 years' experience in both domestic and international markets.
My main goal is to increase and protect my client’s finances and retirement with sound advice covering investment, superannuation, estate planning and risk management strategies.
My past experiences range from working with Small to Medium Enterprise directors with their personal / business needs to providing strategic and investment advice to Self-Managed Super Fund trustees and also individual personal retirement requirements.
Dedicated to ongoing study and education, I have completed my Master's degree in Applied Finance majoring in Wealth Management. I have also completed further studies in Financial Planning, Superannuation Management and Technical Analysis.
I am a designated Certified Financial Technician with the International Federation of Technical Analysts.
I am also a member of the Financial Planners Association of Australia and also hold the CFP designation with the FPA.
I am committed to abide by FASEA code of professional practice ethics.
In my work the clients need and goals always come first and I believe that the values shown above are the best way to develop a long-lasting relationship that will add value to your financial well-being
We are happy to discuss any applicable fees during our free consultation or on request
My family have known Ben for a long time. He is trustworthy, and, easy to talk to. He's managed our investments for a long time, and, currently, he is assisting with aged care advice for our parents as they have transitioned from living independently, to assisted independent living leveraging home care packages, and, more recently with the planning for residential aged care (aka nursing home). He has a very broad knowledge base which constantly surprises me, so, I make an effort every time to listen and ask his ideas, not just on finance, as quite often is drawing from experience. I would recommend Ben.
We have been with Ben for a number of years. His knowledge and answers to our questions have always been forthright and understandable. We look forward to continue our association with him in the future.
I went to see Ben about investing in international shares. Ben was able to clearly articulate the pro and cons of investing in Australian companies versus overseas companies and helped me gain access to my favourite companies. Thanks Ben.
Ben was very easy to deal with and made us feel at was right away. His in-depth knowledge of superannuation and investment strategies was first class and we have been very happy with his ongoing service. Thanks.
- Adviser status Gold
- Number of reviews 4
- First year providing advice 2009
- Years of experience 14
- Master of Applied Finance
Salt Financial Group Pty LtdSuite 1 Level 1, 695 Burke Rd
Camberwell, VIC 3124
Affinia Financial Advisers Ltd