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Benjamin Hatcher

Benjamin Hatcher

Financial Adviser

Morgans Financial Limited
Milton, NSW 2538

Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.

About

Benjamin Hatcher is an ASIC-registered financial adviser dedicated to helping individuals and families in Milton, NSW, achieve their financial goals. With a strong academic foundation including a Bachelor of Business from UTS, a Graduate Diploma in Applied Finance and Investment from the Securities Institute, a Master of Applied Finance from Macquarie University, and a Graduate Diploma in Financial Planning also from the Securities Institute, Benjamin possesses a comprehensive understanding of the financial landscape. His commitment to ethical practice is underscored by completion of FPC002B Ethics and Professionalism in Financial Advice from Kaplan Professional. As a Certified Financial Planner (CFP) with the FPA, a member of the Financial Advice Association of Australia (FAAA), and holding SMSF Specialist Accreditation (SPAA), Benjamin adheres to the highest professional standards. He is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, securities and retirement savings accounts. Benjamin is equipped to provide holistic and tailored financial solutions. • Superannuation advice • Insurance planning and advice • Wealth management strategies • Retirement planning and income streams • Investment advice and portfolio construction Ready to take control of your financial future? Contact Benjamin today to schedule a consultation and discuss your unique needs and aspirations.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Retirement Planning Superannuation Advice Wealth Management Insurance Solutions Investment Strategies SMSF Advice

Client Types

Personal Investors SMSF

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000533816

Verify on ASIC Register

Authorised Representative Number

000247577

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Benjamin Hatcher offer?

Benjamin Hatcher provides advice on a wide range of financial products and services, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, securities and retirement savings accounts. He can help you with everything from investment strategies to retirement planning.

What are Benjamin Hatcher's qualifications and experience?

Benjamin holds a Bachelor of Business from UTS, a Graduate Diploma in Applied Finance and Investment from the Securities Institute, a Master of Applied Finance from Macquarie University, and a Graduate Diploma in Financial Planning from the Securities Institute. He also holds CFP certification with the FPA, is a member of the FAAA, and holds SMSF Specialist Accreditation (SPAA).

What is the process for becoming a client of Benjamin Hatcher?

The first step is to schedule an initial consultation. During this meeting, we will discuss your financial goals, current situation, and any concerns you may have. From there, Benjamin will develop a personalized financial plan tailored to your needs. Further meetings may be required to action the financial plan.

How does Benjamin Hatcher get paid?

Benjamin's remuneration will be fully disclosed and agreed upon before any advice is implemented. This may include fees for service, commissions, or a combination of both, depending on the specific services provided.

What can I expect from working with Benjamin Hatcher?

You can expect a collaborative and transparent relationship built on trust and mutual respect. Benjamin is committed to providing clear, concise, and unbiased advice to help you achieve your financial goals. He also prioritises ethical advice practices.

Get in Touch

Contact Benjamin directly for personalised advice.

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