Ben Crouch
DipFinPlan MAppFin
Investment Adviser
I specialise in crafting tailored direct equity portfolios to help clients achieve their financial goals.
Prior to joining Morgans, Ben spent time in advisory and line management roles within the stockbroking and financial services industry.
Investment Style
Ben's approach combines a top-down analysis of macroeconomic trends with detailed, bottom-up evaluation of potential investments across multiple asset classes. Ben emphasises long-term portfolio growth, whilst staying alert to short-term market opportunities, aiming to build enduring client relationships through active and strategic portfolio management.
Services and Specialties
Margin Lending and Gearing Strategies
Fixed Interest and Cash Management
Superannuation Advice
Portfolio Administration
Stockbroking
Warrants
Qualifications and Professional Affiliations
Accredited Derivatives Advisers Level 1
Master of Applied Finance
Diploma of Financial Planning
Associations
No items found.
Competencies
Managed Investments
Generic
Margin Lending
Superannuation
Securities
Derivatives Level 1
Life Insurance
Financial Planning
I am employed by Stepping Stones to Wealth Pty Ltd which operates the business of Morgans Financial Limited - Gosford. My employer remunerates me by way of salary and percentage of fees.
