Ben Hollis
Financial Adviser
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About
Benjamin Hollis is an ASIC-registered financial adviser based in Port Macquarie, NSW, dedicated to helping clients achieve their financial goals with tailored advice and strategies. With a career spanning over two decades, Benjamin brings a wealth of knowledge and experience to every client interaction. He holds an Advanced Certificate in Accounting from TAFE (1996), a Diploma of Financial Planning from FPA/Deakin University (2002), and completed the Certified Financial Planner Education Programme at Deakin University in 2005. Benjamin also stays up-to-date with industry best practices, having completed FPC002B Ethics and Professionalism in Financial Advice with Kaplan in 2021. He is a proud member of the Financial Advice Association of Australia (FAAA), reflecting his commitment to upholding the highest ethical and professional standards. Benjamin is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, securities, and government debt securities. This allows him to create holistic financial plans that address all aspects of his clients' financial lives. Key services include: • Superannuation advice • Wealth management • Insurance solutions • Investment strategies • Retirement planning Ready to take control of your financial future? Contact Benjamin Hollis today for a consultation and personalized financial plan.
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Frequently Asked Questions
What types of financial advice does Benjamin Hollis offer?
Benjamin Hollis provides advice on a range of financial products, including superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, securities and government debt securities. He can help you with retirement planning, investment strategies, and protecting your assets.
What are Benjamin Hollis's qualifications and experience?
Benjamin Hollis has over 20 years of experience in the financial services industry. He holds an Advanced Certificate in Accounting, a Diploma of Financial Planning, and completed the Certified Financial Planner Education Programme. He is also a member of the Financial Advice Association of Australia (FAAA).
What is the process for working with Benjamin Hollis?
The process typically starts with an initial consultation to understand your financial goals and current situation. Benjamin will then develop a personalized financial plan tailored to your needs. Regular reviews and adjustments will be made to ensure your plan stays on track.
How can wealth management advice from Benjamin Hollis benefit me?
Benjamin's wealth management services can help you grow and protect your assets through strategic investment planning, risk management, and ongoing monitoring of your portfolio.
What should I expect during my first meeting with a financial advisor?
During your first meeting, you can expect to discuss your financial goals, current financial situation, and any concerns you may have. This is an opportunity for Benjamin to understand your needs and determine how he can best assist you.
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