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Benjamin Clifford
(
Gold Coast
)
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Adviser Assistant - Undertaking Professional Year Supervisor: Heath Hill (AR: 000259235)
Ben is an Adviser Assistant at Morgans Gold Coast and is currently undertaking his Professional Year qualification. He holds a Bachelor of Advanced Business (Honours) from The University of Queensland, majoring in Finance and International Business.
Before joining Morgans, Ben worked with EY as a Senior Consultant, where he developed strong analytical, client engagement and problem-solving skills. He also previously worked within Morgans' Unlisted Securities and Treasury teams while completing his studies.
Ben works closely with our advisers and client service team, assisting with client onboarding, portfolio administration, investment research, compliance processes and the day-to-day support of client relationships. He is passionate about financial markets and helping clients achieve their long-term financial goals.
Professional Year Disclosure
The Professional Year is a legislated requirement whereby an individual wishing to provide financial advice must complete a minimum of twelve months of structured work experience and training prior to being eligible to give personal financial advice. Throughout the course of his Professional Year, Ben will not be authorised to provide financial advice, and all activities and tasks completed by Ben during this time will be directly supervised by Heath Hill (Authorised Representative 259235).
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