Ben Williamson
BCom CFP®
Director - Morgans Geelong / Private Client Adviser
I provide objective, tailored wealth management advice based on informed analysis, prudent judgement and experience. I strive to add value for my clients and achieve their personal objectives.
Ben began his financial services career as an Accountant in 1997 before moving to JBWere in 2002 as a Financial Adviser. Ben commenced with Morgans in 2011 as a Private Client Adviser. Ben is a keen supporter of the Geelong Football Club and also enjoys spending time with his young family and the occasional game of golf.
Investment Style
Ben insists on gaining a full understanding of a client's financial position before drawing on his experience and the resources of Morgans to provide the most appropriate solutions. Over the years Ben has proactively assisted a broad range of clients with their wealth management needs. Ben prides himself on developing long term, trusted relationships with his clients.
Services and Specialties
Stockbroking
Self-Managed Super Funds
Financial Planning
Wealth Management
Superannuation Advice
Retirement and Estate Planning
Qualifications and Professional Affiliations
Bachelor of Commerce
Diploma of Financial Planning
Ethics and Professional Relationships
Associations
No items found.
Competencies
Financial Planning
Securities
Superannuation
Managed Investments
Generic
Life Insurance
I am employed by Geelong Private Wealth Management Pty Ltd which operates the business of Morgans Financial Limited - Geelong. My employer remunerates me by way of salary and percentage of fees. As a shareholder of Geelong Private Wealth Management Pty Ltd, I may be entitled to a share of profits.
