Margin Lending and Gearing Strategies
Portfolio Administration
Stockbroking
Fixed Interest and Cash Management
Wealth Management
Ben has 25 years experience across financial advice, professional services and personal investment.
Ben has 25 years' experience across wealth management, professional services, and personal investing. He is a Chartered Accountant with a Bachelor of Commerce from the University of Queensland and a Graduate Diploma in Applied Finance and Investment from FINSIA.
Since joining Morgans in 2005, Ben has focused on wealth management for High-Net-Worth individuals, providing investment advice informed by long term market experience and a deep understanding of risk, asset allocation and portfolio construction.
In his time at Morgans, Ben has worked across the business including key roles in supporting Corporate Finance, Research and Wealth Management. He held the role of Chairman of the Investment Committee for the Equity Model Portfolios for more than 10 years.
Prior to Morgans, Ben spent more than 10 years at Big 4 consulting firm PwC, where he specialised in corporate advisory and infrastructure project finance. His time at PwC included two years working in Asia advising listed companies, private enterprises, and government entities.
Ben also has extensive personal investment experience across all the asset classes.
Investment Style
With Ben’s main business centred on High-Net-Worth families, his focus is on building and managing portfolios that are appropriate, diversified and aligned with each client’s long term goals. Drawing on his more than two decades of experience across stockbroking, professional advisory and personal investing, Ben has experience in volatile markets and many market cycles.
Services and Specialties
Margin Lending and Gearing Strategies
Portfolio Administration
Stockbroking
Fixed Interest and Cash Management
Wealth Management
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Bachelor of Commerce
Chartered Accountant
Graduate Diploma of Applied Finance and Investment
Associations
Chartered Accountants Australia and New Zealand (CA)
Australian Institute of Company Directors
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Board Member of Morgans Holdings (Australia) Limited
Competencies
Generic
Securities
Margin Lending
Managed Investments
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. I am eligible to participate in a bonus scheme depending upon performance.
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