Ben Whitwell is the proprietor of FinAdvice Financial Planning and has been providing personal Financial Advice since 2000. Ben has successfully completed his Graduate Diploma of Financial Planning (GradDipFinPlan) through Kaplan and the Financial Planning Association's Certified Financial Planner education Program though Deakin University. Ben is a CERTIFIED FINANCIAL PLANNERĀ® Professional. He is an active member of the Financial Planning Association and an Australian Securities and Investment Commission (ASIC) authorised representative (ASIC Authorised Rep. No. 264734). Prior to establishing his own practice in Bathurst in 2004, Ben worked as a Financial Adviser in the Sydney CBD, where he was a specialist in retirement and pre-retirement financial planning advice.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touchWe have tiered fee structure with the percentage we charge varying depending upon the amount under advice and the complexity of the service we provide.
At a glance
-
Adviser status
Gold
- First year providing advice 2000
- Years of experience 26
-
Highest qualifications
- Certified Financial Planner (CFP)
- Graduate Diploma of Financial Services
-
Language spoken
- English
Finadvice Financial Planning
119 William StreetBathurst, NSW 2795
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Capella Advisory Pty Ltd
AFSL 550125