Ben Wieland

EGU Wealth Management Pty Ltd

Gold
14 Yrs Experience
Brisbane City, QLD 4000

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."

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • 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.

My fees vary depending on the level of complexity of the financial strategy required.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 7
  • First year providing advice 2010
  • Years of experience 14
  • Highest qualification
    • Bachelor of Business (Financial Planning and Accounting)
  • Language spoken
    • English

EGU Wealth Management Pty Ltd

Level 9, 307 Queen St
Brisbane City, QLD 4000

Opening hours

  • 8:30am – 5:00pm Monday – Sunday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

EGU Financial Services Pty Ltd

AFSL 509564