Don’t miss this opportunity to come along to our live and free workshop on the fundaments of financial advice. Have the chance to learn about the financial advice process, finance fundamentals and ask questions in a group forum without having to book a one on one meeting.
When: Thursday 3rd August 2023, 5.30pm
Where: Zoom
Cost: Free
Runtime: 45 Minutes
Benjamin has a wealth of experience in the financial services sector through his experience at CBA, AMP and Suncorp.
In 2017, after 4 years working for larger organisations, Benjamin decided to start a boutique financial advice firm to allow him to spend more time with each individual client on their specific goals.
He has a keen interest in helping early accumulators and small business clients on their journey towards financial independence.
Benjamin specialises in helping clients create a solid financial base by ensuring they understand their cash flow, have a retirement fund that meets their need and are financially protected from unforeseen events like illness, injury, death and disability.
Senior Financial Adviser | Director
