Learn about our Financial Planner, Benjamin
Career history and qualifications:
I am an Authorised Representative and CPA‑qualified finance professional with over tens years’ experience across financial planning, practice management, and corporate budgeting and forecasting.
On the weekends you’ll find me:
On weekends you’ll usually find me spending time outdoors on the Sunshine Coast, enjoying the beach, exploring local trails or just spending time in the garden with the family, my wife and two wonderful daughters.
Favourite inspirational quote:
“Either define the moment or the moment will define you.” - Walt Whitman
Favourite Book:
I’m a bit weird in that I like finance and education books like The Richest Man in Babylon.
If I had a superpower:
It would be the power of flight, it would be both exhilarating and incredibly useful.
If I was a character from a movie:
I’d be Samwise Gamgee from The Lord of the Rings - steady, loyal, practical, and always focused on helping others reach their goals.
What I love about being an Adviser:
I am a passionate person and I enjoy working with people who have as much interest in the outcome of my work as I do.

