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Ben Crouch
DipFinPlan MAppFin
Investment Adviser
I provide investment advice based on informed analysis, prudent judgement and diligent effort.
Prior to joining Morgans, Ben spent time in advisory and line management roles within the stockbroking and financial services industry.
Investment Style
Ben’s broader investment advice draws foundation from macroeconomic analysis, before a more fundamental, ‘bottom up’ approach to specific investment selection is applied. Ben focuses on long-term portfolio management, but actively seeks to capitalise on short–term opportunities across multiple asset classes, with the objective of achieving substantial growth.
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.
