I'm a forward-thinking visionary who sees the big picture whilst honouring tradition.
A Partner and Senior Wealth Manager at EGU, I'm the wealth management expert who gives clients the knowledge and tools they need to achieve their financial goals. With a Bachelor of Business double major degree in Accounting and Financial Planning, I have an in depth understanding of both industries and how they impact on your financial situation. I have passed the Financial Adviser Standards and Ethics Authority (FASEA) exam, I've completed a Certificate IV in Financial Services, and I'm a Tax (Financial) Adviser registered with the Tax Practitioners Board (TPB). To complement these qualifications, I'm also a qualified Justice of the Peace (JP).
"I’m immensely passionate about investing and in particular, compounding. It’s amazing to see the life changing benefits one can achieve as a result of a good financial strategy, an extended period of time and compounding."
My commitment to providing financial advice is demonstrated through my continued education. I uphold the highest standards of compliance and ethics and I'm a member of the Association of Financial Advisers Limited (AFA).
I take pride in being an active member in his local community. I'm a board member of the Teneriffe Festival Incorporated, the New Farm and Districts Historical Association, as well as the Tattersall’s Shooters Club.
I'm a Director and Authorised Representative (AR# 401073) of EGU Financial Services Pty Ltd (ABN# 19 626 684 366) (AFSL# 509564).
My interests include clay pigeon shooting and reading British history literature.
"A truly principled and distinct perspective that makes a meaningful difference to our clients' financial future."
My fees vary depending on the level of complexity of the financial strategy required.
Ben helped myself and my partner take one of the most positive steps in our life, and that was to start actively investing our super as well as take control of our overall finances. Ben explains our financial position clearly and concisely. We're always well informed at all steps and he always delivers great advice on global issues and how they may impact our current financial plan.
Ben's knowledge stems from the fact that he is a good investor and he has used that knowledge to build wealth for me and my wife.
Ben is very professional in all aspects of financial planning.
Ben provides an excellent service for his clients. He has grown my self managed super fund balance substantially. I have no hesitation in recommending him to friends! Corinne Kirk 4879
After being serviced by an very average super advisor, when changing to EGU with Ben, I was just blown away with his communication, service, but best of all, our super fund has grown in a positive growth with Ben's advice. Try and find an adviser to do this in todays recession. Beric 4350
- Adviser status Gold
- Number of reviews 7
- First year providing advice 2010
- Years of experience 13
- Bachelor of Business (Financial Planning and Accounting)
EGU Wealth Management Pty LtdLevel 9, 307 Queen St
Brisbane City, QLD 4000
- 8:30am – 5:00pm Monday – Sunday
- In person
- Video call
EGU Financial Services Pty Ltd