Ben Travers

Infinity Financial Advisory

Gold
19 Yrs Experience
Newcastle, NSW 2300

Recent reviews

Infinity Financial Advisory

Level 1, 47 Darby St
Newcastle, NSW 2300

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2003
  • Years of experience 19
  • Highest qualification
    • Master of Financial Planning and Ethics and Professionalism (Financial Advice)
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients.

Licensed by

Infinity Management Pty Ltd

AFSL 481586

5.00
1 Review
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Clear communication
5.00
Knowledge & expertise
5.00
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Qualifications & Training

Bachelor of Commerce (Accounting)

Level
7 - Bachelor Degree
Institution
Macquarie University
Completed
2002

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2012

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Deakin University
Completed
2004

Diploma of Financial Services

Level
5 - Diploma
Institution
Pinnacle Financial Services Academy
Completed
2012

Master of Financial Planning and Ethics and Professionalism (Financial Advice)

Level
9 - Masters Degree
Institution
Kaplan Professional
Completed
2019

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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