Benjamin Wilson
Financial Adviser
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About
Benjamin Wilson is an ASIC-registered financial adviser based in East Brisbane, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a Graduate Diploma in Financial Planning from the Securities Institute (2004) and a Master of Applied Finance from Kaplan Higher Education (2011), Benjamin possesses a strong foundation in financial principles. Further qualifications include Margin Lending and Geared Investments, Accredited Listed Product Adviser Program, and SMSF Managed Superannuation Funds, all obtained through Kaplan Education. Benjamin stays current with industry best practices, completing Ethics and Professionalism in Financial Advice in 2021. He is also a proud member of the Financial Advice Association of Australia (FAAA). Benjamin is authorised to provide advice on a wide range of financial products, including superannuation, insurance, and wealth management. He specialises in creating robust retirement plans and managing investments to secure your financial future. His expertise extends to Investment Life Insurance, Life Risk Insurance, Securities, 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 Benjamin Wilson today for 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 Wilson offer?
Benjamin Wilson provides advice on a broad spectrum of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities.
What qualifications does Benjamin Wilson hold?
Benjamin holds a Graduate Diploma in Financial Planning, a Master of Applied Finance, and several specialist qualifications from Kaplan Education, including Margin Lending and Geared Investments, Accredited Listed Product Adviser Program, and SMSF Managed Superannuation Funds. He also completed Ethics and Professionalism in Financial Advice.
What can I expect during my first meeting with Benjamin?
During your initial consultation, Benjamin will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then outline potential strategies and solutions tailored to your specific needs and circumstances. This meeting is an opportunity for you to ask questions and determine if Benjamin is the right financial adviser for you.
How can Benjamin help me with my superannuation?
Benjamin can provide expert advice on all aspects of superannuation, including choosing the right fund, consolidating multiple accounts, optimising contributions, and planning for a comfortable retirement.
What is Benjamin's approach to financial planning?
Benjamin's approach is client-centric and focuses on building long-term relationships based on trust and transparency. He believes in providing clear, easy-to-understand advice that empowers his clients to make informed financial decisions.
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