Ben Crouch
MAppFin GradDipFinPlan DipFinPlan
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
Warrants
Fixed Interest and Cash Management
Margin Lending and Gearing Strategies
Portfolio Administration
Stockbroking
Superannuation Advice
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Margin Lending Accreditation Program
Graduate Diploma of Financial Planning
Master of Applied Finance
Accredited Derivatives Advisers Level 1
Associations
No items found.
Competencies
Margin Lending
Financial Planning
Generic
Life Insurance
Derivatives Level 1
Managed Investments
Securities
Superannuation
I am employed by Stepping Stones to Wealth Pty Ltd which operates the business of Morgans Financial Limited - Erina. My employer remunerates me by way of salary and percentage of fees.
