Benjamin Jones profile photo

Benjamin Jones

Beach Wealth Advisers

Bronze
2 Yrs Experience
Belmont, VIC 3216

I am a Financial Adviser at Beach Wealth Advisers.

I am committed to helping clients build confidence in their financial future by providing high-touch, holistic financial advice.

I have worked in the industry since 2022 and have been fully qualified since the beginning of 2025, after having completed my professional year in 2024 (including the completion of the Financial Adviser exam).

My advice covers areas including wealth accumulation, superannuation, investments, personal insurance, tax & cash flow management, debt reduction, retirement planning and Centrelink . I take the time to understand what is important to each client and develop tailored strategies that align with their goals and circumstances.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Budgeting

At a glance

  • Adviser status Bronze
  • Years of experience 2
  • Highest qualification
    • Bachelor of Commerce
  • Language spoken
    • English

Beach Wealth Advisers

71 Roslyn Rd
Belmont, VIC 3216

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Sgn Financial Pty Ltd

AFSL 490523