Ben Venter

Altias Advisory

Gold
12 Yrs Experience
Hawthorne, QLD 4154
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.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

not the preferred option as I have a preference for fixed fee's. I do offer this for select clients.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.85
  • Number of reviews 8
  • First year providing advice 2010
  • Years of experience 12
  • Highest qualification
    • Bachelor of Business (Finance and Marketing)
  • Language spoken
    • English

Altias Advisory

Suite 4, 168 Riding Rd
Hawthorne, QLD 4154

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Count Financial Limited

AFSL 227232

4.85
8 Reviews
5
4
3
2
1
4.75
Clear communication
4.90
Knowledge & expertise
4.90
Customer care
4.90
Likely to recommend
Showing reviews 1—8 of 8

Sort by

3.75

"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"

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Socially Responsible
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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"

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Ben is always very well informed and current on conditions relating to the financial market. He gives sound advice and recommends alternative options for consideration that are always in the best interest of our circumstances. He is always well prepared for meetings, is personable, trustworthy and professional."

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

"Ben has helped me to manage my investments and insurance for many years and I have the utmost confidence in him and his advice."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Always outstanding advice, friendly and professional customer service."

  • Superannuation
  • Insurance Protection
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—8 of 8

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2009

Bachelor of Business (Finance and Marketing)

Level
7 - Bachelor Degree
Institution
Griffith University
Completed
2007

Margin Leading and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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