Ben Venter

Altias Advisory

Gold
12 Yrs Experience
Bundall, QLD 4217

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 12, 11 Karp Ct
Bundall, QLD 4217

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Count Financial Limited

AFSL 227232