Ben has worked in the financial planning industry since 2008 and has over 12 years of experience in the provision of financial advice. Additionally, Ben has extensive experience in leadership, project management and team management working in boutique accounting and financial planning firms. Ben believes that a combined advice approach with accountants provides clients with the best solutions.
Ben is an Authorised Representative of Count Financial and a Director of Altias Private Wealth Pty Ltd trading as Altias Advisory. He attained a Bachelor of Business majoring in Finance from Griffith University in December 2007, a Diploma of Financial Services from Kaplan in June 2009 and attained FASEA certification in April 2020. Ben is also practitioner member of the Financial Planning Association (FPA).
Ben has also completed specialist training to provide advice in relation to complex areas such as self-managed superannuation and business insurance.
As a Giffith University Alumni, Ben has provided mentoring through the Griffith University Commerce Society in conjunction with the FPA. Investing in future industry professionals is important to him to assist in building a modern, sustainable financial planning industry with strong core values that put clients first.
not the preferred option as I have a preference for fixed fee's. I do offer this for select clients.
Ben has extensive knowledge and has helped us understand what is required in our retirement years. He has assisted us when we needed his help for a claim. I would have no hesitation in referring Ben
Having expert advice we feel secure about our protection now & confident in our future wealth. I would recommend Ben for his friendly approach whilst having expert knowledge. He has looked after my husband & I for several years now and takes the time to carefully address our requirements with minimal impact on our everyday cash-flow which is important for us with a young family & part-time work.
I have been a client of Ben's for well over 10 years and his understanding, patience and overall support during this time has been above and beyond my expectations. Prior to my engagement, I was going nowhere. With a structured plan in place and sound advice with regular meetings, thanks to Ben, have managed to build a decent portfolio which hopefully will take me through to my retirement. Sorry Ben you will have to put up with me for at least another 6-8 years.
Ben has a great personality and has great skills regarding superannuation and investments. Always follows through by providing solutions and backs this up with information, and or advice which to date has proved successful.
I cannot put into words how unbelievably relieved I feel after my meetings with Ben and the strategies he has put in place to see me through my retirement years. His knowledge and expertise comes through in the way he presented my port folio. His approach was very reassuring and I trust him completely. I would have no hesitation in recommending Ben to my friends. Julie, 4216
- Adviser status Gold
- Number of reviews 8
- First year providing advice 2010
- Years of experience 12
- Bachelor of Business (Finance and Marketing)
Altias AdvisorySuite 12, 11 Karp Ct
Bundall, QLD 4217
- 9:00am – 5:00pm Monday – Friday
Count Financial Limited