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Ben Williamson

Ben Williamson

Financial Adviser

Geelong, VIC 3220

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 Williamson is an ASIC-registered financial adviser based in Geelong, Victoria, dedicated to helping individuals and families achieve their financial goals with clarity and confidence. With a Bachelor of Commerce from Deakin University (1997), a Diploma of Financial Planning from FPA (2004) and certification as a CFP (2006) and ongoing commitment to ethical best practice, Benjamin brings a wealth of knowledge and experience to every client relationship. Benjamin is authorised to provide advice on a broad range of financial products, including superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, Securities and Government Debt Securities, ensuring comprehensive and tailored solutions for your unique circumstances. • Superannuation advice, including fund selection and retirement planning • Comprehensive insurance solutions to protect you and your family • Wealth management strategies to grow and preserve your assets • Investment advice across a range of securities and government debt Benjamin’s commitment to ethical conduct and ongoing professional development ensures you receive the highest standard of advice. Ready to take control of your financial future? Contact Benjamin Williamson today to arrange a consultation.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Government Debt Securities Superannuation advice Retirement planning Insurance solutions Wealth management strategies Investment advice Financial planning

Client Types

Personal Investors SMSF

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

Verify credentials independently before engaging services

Australian Financial Services Licence

000235410

Verify on ASIC Register

Authorised Representative Number

000396823

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Benjamin Williamson provide?

Benjamin Williamson is authorised to provide advice on superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, Securities and Government Debt Securities.

What qualifications does Benjamin Williamson have?

Benjamin Williamson holds a Bachelor of Commerce from Deakin University, a Diploma of Financial Planning from FPA, and is a Certified Financial Planner (CFP).

What can I expect during my first consultation with Benjamin Williamson?

During your first consultation, Benjamin will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then develop a tailored financial plan to help you achieve your objectives.

How does Benjamin Williamson stay up-to-date with the latest financial regulations and best practices?

Benjamin is committed to ongoing professional development and regularly participates in training and seminars to stay informed about the latest industry changes and ethical guidelines.

Does Benjamin Williamson provide advice to SMSFs?

Benjamin Williamson can provide advice on superannuation, including to SMSFs.

Get in Touch

Contact Ben directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.