I have 28 years of experience in financial services and have also invested heavily into furthering my education.
I’m regarded as highly qualified within my profession because I’m a Certified Financial Planner and I have a degree and a postgraduate degree in finance and investment. My education enables me to help clients in all aspects of their financial planning needs and ensure they receive high quality advice.
On a personal note, I live on the Mornington Peninsula because it's the best place on earth to live, work and play and I feel privileged to be able to enjoy all it has to offer.
Flat dollar fees. No investment linked fees
Ben is a trusted advised. He is a good communicator which is the key to being a great financial adviser. The performance of our investments has been impressive. He understand our risk settings and advises us well.
Ben has an approach which instills confidence and Intend Financial are able to provide advice that covers planning and financial all needs. He has offered conservative advice but has been willing to consider and accommodate my particular preferences when investing. I have recommended him to family and friends and will continue to do so.
I've been working with Ben for more than 20 years and it's not his devilish good looks that have kept me as a customer, but rather his knowledge, commitment to service and swift implementation of any agreed plans. I trust Ben implicitly and always feel safe under his guidance.
We have been seeing Ben for many years. He is always just a phone call away and if you leave a message he always returns to the call as soon as he can. His knowledge has helped us achieve our goals that we could not achieve on our own. His help has been outstanding. Thank you Ben.
- Adviser status Gold
- Number of reviews 4
- First year providing advice 2003
- Years of experience 20
- Graduate Diploma of Applied Finance and Investment
Intend FinancialSuite 2, Level 1, 1-13 Mornington-Tyabb Rd
Mornington, VIC 3931
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Consultum Financial Advisers Pty Ltd