Ben joined EGU in 2002 and has spent more than two decades building a genuine understanding of portfolio theory from the academic foundations up.
Today, alongside Corinne, Ben leads EGU — responsible not only for the quality of advice the firm delivers, but for the direction in which it travels.
He holds a Bachelor of Business with a double major in Accounting and Financial Planning. It is a combination that is rarer than it sounds, and it shaped the way he thinks about wealth — not as an investment problem in isolation, but as a financial whole that requires both disciplines working together.
The qualification is the starting point, not the destination. What followed was a sustained study of how portfolios actually work — how asset classes interact, how genuine diversification differs from the illusion of it, and how the whole holds together when parts of it are under pressure. The influence of David Swensen — and in particular Unconventional Success (2005) — is not an incidental reference at EGU. It is the intellectual foundation of everything Ben builds. The horizon is generational.
Ben is a Justice of the Peace and a member of the Financial Advice Association Australia. He has served his local community through board membership of the New Farm and Districts Historical Association, among other community boards.
When not at EGU, he shoots clay pigeons, camps, and reads history.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Recent reviews
At a glance
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Adviser status
Gold
- Rating
- Number of reviews 7
- First year providing advice 2010
- Years of experience 16
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Highest qualification
- Bachelor of Business (Financial Planning and Accounting)
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Language spoken
- English
EGU Wealth Management
Level 4, 260 Queen StBrisbane City, QLD 4000
Opening hours
- 8:30am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Egu Financial Services Pty Ltd
AFSL 509564