Clint Benn

Benn Financial Group Pty Ltd

Silver
24 Yrs Experience
Engadine, NSW 2233
Benn Financial Group offers personalised financial planning advice and services to individuals, couples and families. We believe everyone deserves the right to professional and affordable financial advice. Working together, we help you make the right financial choices to achieve your goals with confidence. Although the events that prompt our clients to seek financial advice may be similar, their personal circumstances and aspirations never are. Spending time at the outset understanding your position ensures the advice we provide is tailored to meeting your unique needs. Integrity, trust and communication drives everything we do and the basis of all our client relationships. A financial plan is not a “set and forget” transaction. Your life and situation are fluid, evolving naturally over a period of time, or perhaps dramatically in an instant. Goals need to be continually readjusted, plans tweaked and sometimes restarted from scratch. Our ongoing service arrangement provides you with a financial partner who understands you and your goals and helps you stay on track by supporting you when you need. Clint has over 25 years’ experience in financial services helping personal and institutional clients identify and manage market and financial risks. His passion and knowledge of the financial markets enables him to digest and explain technical subject matter in a language his clients understand and appreciate. He has a strong drive to do the best for his clients and change their financial futures. Clint is a father of three with strong roots in the Sutherland Shire and understands the difficulties in juggling the demands of work, family and leisure and how important financial decisions are often overlooked by time-poor but well intentioned individuals.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Margin Lending
  • Aged Care
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 1998
  • Years of experience 24
  • Highest qualification
    • Master of Financial Management
  • Language spoken
    • English

Benn Financial Group Pty Ltd

Suite 11C, 35-37 Railway Parade
Engadine, NSW 2233

Licensed by

Amp Financial Planning Pty Ltd

AFSL 232706

5.00
1 Review
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
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5.00

"Clint considered the financial planning needs of our family and made the financial planning process easy. It's great to know that this has been taken care of and is in good hands."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Wills & Estates
  • Budgeting

Qualifications & Training

Graduate Certificate in Applied Finance

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
University of Technology Sydney (UTS)
Completed
2012

Graduate Diploma of Applied Finance

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
University of Technology Sydney (UTS)
Completed
2014

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Central Queensland University (CQU)
Completed
2013

Master of Financial Management

Level
9 - Masters Degree
Institution
Central Queensland University (CQU)
Completed
2014

Certificate IV in Finance and Mortgage Broking

Level
4 - Certificate IV
Institution
Kaplan Professional
Completed
2014

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member

Financial Brokers Association of Australia (FBAA)

Membership type
Member
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