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Ben Cavanough

Ben Cavanough

BBus(EconFin) MAppFin
Authorised representative number: 001272796

Private Client Adviser

As a trusted adviser, I aim to provide clear and tailored advice to satisfy your investment goals and objectives. I am committed to achieving the best outcomes for you, to both preserve and maximise your future wealth.

Ben is a Private Client Adviser with 10+ years of experience in the financial services sector. He has previously held positions at JPMorgan and multiple departments across the Morgans network. Ben’s ability to maintain open and honest communication ensures he provides outstanding service in building trust and cultivating client relations.

Investment Style

Ben's investment approach is to carefully consider each client's personal circumstances to provide tailored investment strategies to meet their needs and objectives. Through diversification across multiple asset classes, Ben looks to construct and manage well balanced portfolios for medium to long term investment horizons.

Services and Specialties

Financial Planning
Fixed Interest and Cash Management
Investment Advice
Stockbroking
Superannuation Advice

Industry Experience

Sectors Covered

Ben Cavanough's previous roles have included

Industry recognition

Qualifications and Professional Affiliations

Margin Lending Accreditation Program
Securities and Managed Investments Accreditation Program
FPC007B Client Engagement Skills
FPC002B Ethics and Professionalism in Financial Advice
Masters of Applied Finance
Bachelor of Business (Finance)
Superannuation & Retirement Planning
Financial Planning Fundamentals

Associations

No items found.

Competencies

Generic
Securities
Managed Investments
Margin Lending
Superannuation
Financial Planning

I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Melbourne. My employer remunerates me by way of salary and percentage of fees. I am eligible to participate in a bonus scheme depending upon performance.