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FinAdvice Financial Planning

BATHURST, NSW

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Description

Ben Whitwell is the Managing Director of FinAdvice Financial Planning and 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.

 
Before establishing his own practice, Ben worked in the Sydney CBD as a financial adviser for RetireInvest, where he was a specialist in retirement and pre-retirement financial planning advice. Prior to that, Ben had successfully established, operated, and sold several non-financial services businesses.
 
Ben is authorised to provide financial services including advice on:
Accountants in NSW 2795

Number of Employees: 6

Listing Info

  • 119 William St, Bathurst, NEW SOUTH WALES 2795
  • (02) 6332 3275
  • Bathurst Railway Station - 441 metres south east

Location

Reviews

5.0

Average Rating
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Open Times

  • Sunday Closed
  • Monday 9:00 am - 5:00 pm
  • Tuesday 9:00 am - 5:00 pm
  • Wednesday 9:00 am - 5:00 pm
  • Thursday 9:00 am - 5:00 pm
  • Friday 9:00 am - 5:00 pm
  • Saturday Closed

Listing Stats

  • 23 Bookmarks
  • 839 Views
  • 90 Shares
  • 32 Likes

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