A city skyline at night with a boat in the water.
Ben Rodney

Ben Rodney

MAppFin BSc ADA1
Authorised representative number: 000471234


My singular goal is the protection and growth of your family wealth. I believe in long term partnerships with my clients based on impeccable service, unquestionable integrity and strong performance.
Ben has been involved in financial markets for close to a decade having worked as an investment adviser with Tolhurst, Freeman Fox and Commonwealth Securities. Ben also has experience in the mining sector with Swann Global and healthcare through his Biomedical Science qualifications. Ben is based in Brisbane but visits Melbourne regularly for client meetings.

Investment Style

Ben is an active stock picker who utlilizes macro-economic and fundamental analysis to select quality stocks, combined with technical analyis for market timing. Ben offers a range of bespoke investment solutions including yield strategies, asset allocation and portfolio management through the use of equities and options. Ben also provides direct equity advice into wealth management and managing your own SMSF.

Services and Specialties

Financial Planning
Self-Managed Super Funds
Superannuation Advice
Fixed Interest and Cash Management

Qualifications and Professional Affiliations

Bachelor of Science (Biomedical Science)
Graduate Diploma of Applied Finance & Investment
Master of Applied Finance


Australian Institute of Mining & Metallurgy AusIMM


Financial Planning
Managed Investments
Margin Lending
Derivatives Level 1
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Brisbane. My employer remunerates me by way of percentage of fees. As a shareholder of Morgans Holdings (Australia) Limited, I may be entitled to a share of profits.