As a flexible and creative team player, Ben focuses on delivering high-quality support to the financial advisers at the Coastal Advice Group.
Currently, he is completing a degree in Bachelor of Commerce majoring in Finance where he is learning valuable skills that help him daily in his role.
“I am really interested to learn more about the field and help others understand their unique financial position, as this gives them the opportunity to work on and achieve their financial goals.”
As Junior Adviser Support, Ben takes pride in ensuring that every Coastal Advice Group client’s experience is smooth and enjoyable! He is passionate about helping clients find the right financial solutions suited to their varying needs and requirements.
“I enjoy being able to be part of the process in which clients achieve their goals, no matter how big or how small, it is always great to see a happy client.”
With a positive attitude, a strong ethical approach, and a passion for all things finance, Ben is a valuable asset to not only the Coastal Advice Group team but our clients as well.