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FinAdvice Financial Planning

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FinAdvice Financial Planning are specialists in pre-retiree and retiree financial planning strategies.

119 William Street

Bathurst, NSW 2795

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Ben Whitwell is the Managing Director of FinAdvice Financial Planning and a qualified Financial Adviser, with over fourteen years financial advisory experience. Ben has successfully completed the Diploma of Financial Planning (Dip FP) and the Financial Planning Association’s Certified Financial Planner education Program though Deakin University. He has also attained the status of Accredited ASX Listed Investment Product Adviser and has an in-depth understanding of the characteristics of listed products and how to apply shares and exchange traded funds to a wealth management strategy. Ben is authorised to provide financial services including advice on: Managed investments Superannuation and Retirement Planning Personal Insurance Australian shares/equities Exchange Traded Funds (ETF’s) Self Managed Superannuation Funds (SMSF)
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