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Ben Whitwell

Finadvice Financial Planning

Silver
24 Yrs Experience
Bathurst, NSW 2795

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Small Business Advice
  • Tax Strategies
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients. Get in touch

We 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 Silver
  • First year providing advice 2000
  • Years of experience 24
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Finadvice Financial Planning

119 William Street
Bathurst, NSW 2795

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

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

Licensed by

Sira Group Pty Ltd

AFSL 278423