Ben is a financial adviser of Tribeca Financial based in Hawthorn, Melbourne. He provides holistic advice to clients and completed the Certified Financial Planner (CFP) designation in 2017.
He spent time advancing his skills as an advisor by working and studying in London, and has recently returned to Melbourne with a greater perspective and appreciation of the role he can play later with a greater perspective and appreciation of the role he can play as an Adviser in his client’s lives.
This willingness to continue challenging himself is not just confined to work, with his first marathon high on the list of personal goals he’s keen to tick off.
Clear dialogue easily delivered Comfortable with every meeting.
Ben is helping with our transition to retirement, and we feel that Ben and the Tribeca Financial team have been great helping us find comfort in our planning. We feel that Ben listened to our long, medium and short-term goals and developed our plan accordingly, taking into consideration our life milestones we want to achieve. We feel that we have a plan that is risk appropriate, flexible, and with regular review and tweaking, will get us there.
I had the pleasure of working with Ben as my financial adviser for over six months. Ben's expertise and dedication to my financial goals were evident from the start. He provided tailored recommendations that were practical and effective, even for a finance novice like me. Ben's communication skills are outstanding, as he patiently explained complex concepts and promptly responded to my inquiries. With Ben's guidance, I now have confidence in my financial decisions and I highly recommend him as a reliable and knowledgeable financial adviser.
Ben took the time to understand our needs and was honest, transparent and extremely approachable from our first enquiry. We were confident with Ben's advice and appreciated his gentle ability to challenge our habits and thinking when it came to financial advice and support with our cashflow. He was always available to answer any questions and walk us through some of the more complex areas of our investments which made us feel supported and assured we were in the right hands.
I have been very happy with Ben's service to date. He has carefully listened to my scenario and my aims and objectives for the future. He has helped to instil a sense of growing confidence in how I feel about my finances and how I can better position myself for the future, particularly as I transition from full-time to part-time work and the resulting change in lifestyle.
- Adviser status Silver
- Number of reviews 6
- First year providing advice 2016
- Years of experience 7
- Certified Financial Planner (CFP)
Tribeca FinancialLevel 1, 110 Church St
Hawthorn, VIC 3122
- 8:00am – 6:00pm Monday – Tuesday, Thursday – Friday
- In person
- Video call
My Dedicated Advisory Pty Ltd