The Financial Planning Association of Australia The Financial Planning Association of Australia

Benjamin Whitwell, CFP®

Name Benjamin Whitwell, CFP®
Company FinAdvice Financial Planning
Address 119 William St
Bathurst, NSW 2795
Phone 02 63323275

Ben Whitwell is the Managing Director of FinAdvice Financial Planning and has been a qualified Financial Adviser since 2000.

Before establishing his Bathurst advice practice in 2004, Ben worked in the Sydney CBD as a financial adviser for RetireInvest, where he was a specialist in retirement and pre-retirement financial planning advice.

Ben has successfully completed the Diploma of Financial Planning (Dip FP) and the Financial Planning Association’s Certified Financial Planner (CFP) education Program though Deakin University. He has also attained the status of Accredited ASX Listed Investment Product Adviser and has an in-depth understanding of the characteristics of listed products and how to apply shares and exchange traded funds to a wealth management strategy.

< Prev Page