Ben Waite

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