Benjamin Travers
Financial Adviser
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About
Benjamin Travers is an ASIC-registered financial adviser based in Newcastle, NSW, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a strong academic foundation including a Bachelor of Commerce (Accounting) from Macquarie University and a Master of Financial Planning & Ethics and Professionalism in Financial Advice from Kaplan Professional, Benjamin combines extensive knowledge with a commitment to ethical practice. Benjamin holds a Diploma of Financial Planning from Deakin University, a Diploma of Financial Services from Pinnacle Financial Services Academy, and the Certified Financial Planner (CFP) designation from the Financial Planning Association of Australia (now FAAA). As a member of the Financial Advice Association of Australia (FAAA), he stays current with industry best practices and regulations. Benjamin is authorized to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, securities, Retirement Savings Accounts and Government Debt Securities. He is dedicated to providing advice and strategies tailored to your unique financial situation. • Superannuation Advice • Retirement Planning • Wealth Management • Investment Advice • Insurance Solutions Ready to take control of your financial future? Contact Benjamin today to schedule a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Benjamin Travers provide?
Benjamin Travers offers advice on a comprehensive range of financial products and services, including superannuation, retirement planning, wealth management, investment strategies, and insurance solutions.
What qualifications does Benjamin Travers have?
Benjamin holds a Bachelor of Commerce (Accounting), a Diploma of Financial Planning, a Diploma of Financial Services, a Master of Financial Planning & Ethics and Professionalism in Financial Advice, and is a Certified Financial Planner (CFP).
What is the first step in working with Benjamin Travers?
The first step is to schedule an initial consultation. This allows Benjamin to understand your financial situation, goals, and risk tolerance, and to discuss how he can help you achieve your objectives.
What can I expect during a financial planning consultation with Benjamin?
During a consultation, you can expect to discuss your current financial situation, future goals, and any concerns you may have. Benjamin will then provide personalized advice and strategies tailored to your specific needs.
How does Benjamin Travers stay up-to-date with changes in the financial industry?
As a member of the Financial Advice Association of Australia (FAAA), Benjamin is committed to ongoing professional development and stays current with the latest industry trends, regulations, and best practices.
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