Ben Warren
Financial Adviser
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About
Ben Warren is an ASIC-registered financial adviser based in Coffs Harbour, NSW, dedicated to helping individuals and families achieve their financial goals. With a strong foundation built upon a Bachelor of Commerce and a Bachelor of Law from the University of New England (both completed in 2007), along with a Diploma and Advanced Diploma of Financial Services (Financial Planning), Ben combines his legal and financial expertise to provide comprehensive and tailored advice. Ben holds additional qualifications including Margin Lending and Geared Investments, a Certificate IV in Finance and Mortgage Broking, Self Managed Superannuation Funds accreditation, and FPC002B Ethics and Professionalism in Financial Advice. This extensive training ensures Ben is well-equipped to navigate the complexities of the financial landscape and provide sound, ethical advice. As an authorised financial adviser, Ben can provide advice on a broad range of financial products, including superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, derivatives, retirement savings accounts and government debt securities. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Ben Warren today for a consultation and discover how tailored financial advice can help you achieve your dreams.
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Frequently Asked Questions
What types of financial advice does Ben Warren offer?
Ben Warren provides advice on a comprehensive range of financial areas, including superannuation, insurance, wealth management, retirement planning, and investments. He can help you create a tailored strategy to achieve your financial goals.
What qualifications does Ben Warren have?
Ben holds a Bachelor of Commerce, a Bachelor of Law, a Diploma and Advanced Diploma of Financial Services (Financial Planning), and several specialist certifications, ensuring he has the knowledge and expertise to provide sound financial advice.
What is the process for becoming a client of Ben Warren?
The first step is to schedule an initial consultation. During this meeting, Ben will discuss your financial situation, goals, and risk tolerance. He will then develop a personalized financial plan tailored to your specific needs.
What can I expect during my first meeting with Ben Warren?
During your first meeting, Ben will take the time to understand your current financial situation, your short-term and long-term goals, and your risk tolerance. He will then explain his approach to financial planning and answer any questions you may have.
Does Ben Warren offer advice on Self-Managed Superannuation Funds (SMSFs)?
Yes, Ben Warren is qualified to provide advice on Self-Managed Superannuation Funds (SMSFs). He can help you determine if an SMSF is right for you and provide ongoing support to manage your fund.
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