Benjamin Smith
Financial Adviser
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About
I'm Benjamin Smith, an ASIC-registered financial adviser based in Wollongong, NSW, dedicated to helping you achieve your financial goals. With a Bachelor of Commerce (Economics and Finance) from the University of Sydney and a Diploma of Financial Planning from the Financial Planning Association, I bring a wealth of knowledge and experience to every client relationship. As an authorised financial adviser, I provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. I am a proud member of the Financial Advice Association of Australia (FAAA), reflecting my commitment to upholding the highest ethical and professional standards. I can help you with: • Superannuation advice • Insurance solutions to protect you and your family • Wealth management strategies to grow your assets • Retirement planning for a secure future • Investment Life Insurance • Life Risk Insurance • Securities • Retirement Savings Accounts • Government Debt Securities Let's work together to build a brighter financial future. Contact me today to schedule a consultation.
Specialisations
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Benjamin Smith offer?
As an ASIC-registered financial advisor, I provide advice on superannuation, insurance, wealth management, and retirement planning. I can also advise on investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities.
What are Benjamin Smith's qualifications and experience?
I hold a Bachelor of Commerce (Economics and Finance) from the University of Sydney and a Diploma of Financial Planning from the Financial Planning Association. I have been providing financial advice since 2004.
How does the financial planning process work with Benjamin Smith?
The process typically starts with an initial consultation to understand your financial situation, goals, and risk tolerance. I then develop a tailored financial plan, present it to you, and implement it upon your approval. Regular reviews are conducted to ensure the plan remains aligned with your evolving needs.
What can I expect during my first meeting with a financial advisor?
During our first meeting, I'll ask about your current financial situation, including your income, assets, liabilities, and financial goals. It's a great opportunity for us to get to know each other, and you can ask me any questions you have about my services or qualifications.
How can financial advice help me achieve my financial goals?
Financial advice can help you create a clear roadmap to achieve your financial goals, whether it's buying a home, saving for retirement, or managing your investments. A financial advisor can provide guidance and support to help you make informed decisions and stay on track.
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