Ben Maw

Bpm Financial Pty Ltd

Silver
23 Yrs Experience
North Sydney, NSW 2060
Principal Adviser, BPM Financial BPM Financial is a boutique financial planning business that provides tailored counsel to people who wish to build a secure financial future. We assist individuals who are looking to maximise their financial potential, effectively prepare for retirement, protect their existing wealth or structure their affairs following a significant life event. Ben Maw holds an Advanced Diploma of Financial Services (Financial Planning) and is a CERTIFIED FINANCIAL PLANNER® with over 20 years experience in providing financial advice. Ben prides himself on building strong relationships with clients to ensure they are well-informed and comfortable about the advice he provides.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Budgeting

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.90
  • Number of reviews 4
  • First year providing advice 1999
  • Years of experience 23
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Bpm Financial Pty Ltd

Level 17, 40 Mount Street
North Sydney, NSW 2060

Licensed by

Kam Financial Pty Ltd

AFSL 516133

4.90
4 Reviews
5
4
3
2
1
5.00
Clear communication
4.70
Knowledge & expertise
5.00
Customer care
4.90
Likely to recommend
Showing reviews 1—4 of 4

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4.75

"Ben has given me advice in areas including self managed super funds and investment options, as well as insurance advice. Ben was always able to explain things to me in a clear way. Through Ben's knowledge and experience, I feel very confident that the advice given was right for my needs. I received Ben's full care and attention when I needed it.'"

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Complex Investments
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Ben has provided me with comprehensive and clear advice on how to invest my assets. He has guided me in making some important decisions about what to do with the proceeds of sale of property, and where to put available funds in order to achieve the best income flow in my retirement. I'm grateful to Ben for his forthrightness in letting me know when a particular plan of action is likely to have a disastrous financial result!"

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"For many years now Ben has been my financial advisor. Am now retired and on a part pension. Over the years his advice and caring nature has been invaluable. Ben explains things well. I feel confident I am in good hands in the later years of my life."

  • Superannuation
  • Retirement & Pension
  • Aged Care
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"‘Ben’s advice has enabled me to have a financially secure retirement. His knowledge and experience enables him to explain options clearly and to point out the pros and cons of various scenarios without. ‘sugar coating’ the possible negatives. He is a straight talker and I appreciate his honesty.’"

  • Government Assistance
  • Retirement & Pension
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—4 of 4

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Deakin University
Completed
2011

Listed Product Accreditation Course (LPAC)

Level
0 - Training / Exam / Other
Institution
Savings Factory Ltd
Completed
2007

ASIC RG146 (Margin Lending)

Level
0 - Training / Exam / Other
Institution
Financial Education Professionals
Completed
2019

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2007

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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