FinAdvice Financial Planning

Specialties

We are authorised representatives of Securitor Financial Group Ltd.

History

Established in 1994.

FinAdvice Financial Planning was established by Ben Whitwell in 1994.

Meet the Business Owner

Ben W.

Business Owner

Ben Whitwell is a qualified Financial Adviser, with over fourteen years financial advisory experience. Ben has successfully completed the Diploma of Financial Planning (Dip FP) and the Financial Planning Association’s Certified Financial Planner education Program though Deakin University. He has also attained the status of Accredited ASX Listed Investment Product Adviser and has an in-​depth understanding of the characteristics of listed products and how to apply shares and exchange traded funds to a wealth management strategy.

Ben is authorised to provide financial services including advice on:

Managed investments

Superannuation and Retirement Planning

Personal Insurance

Australian shares/​equities

Exchange Traded Funds (ETF’s)

Self Managed Superannuation Funds (SMSF)