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

Benjamin Williamson, CFP®

Name Benjamin Williamson, CFP®
Company Morgans
Address Suite 1
Saint Giles Court
72 Gheringhap Street
Geelong, VIC 3220
Phone 03 52225128
Email [email protected]

Ben has been working in the financial service industry since 1997 starting out as an Accountant before moving to JBWere in 2002 and then becoming an Owner / Director of his own Morgans branch in 2012.

Ben provides independent and objective financial planning and investment advice for individual clients targeted to achieve their personal objectives while optimising tax efficiency.

His services include:

> Sharebroking
> Asset allocation and portfolio construction
> Wealth management
> Personal insurance
> Portfolio administration

Ben has completed a Bachelor of Commerce, a Diploma of Financial Planning and is a Certified Financial Planner (CFP)™

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