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Ben Ross
Private Wealth Adviser, Melbourne
Address: Level 7, 161 Collins Street, Melbourne VIC
Phone: 03 9649 2400
About Ben
Ben is a Private Wealth Adviser in the Melbourne office for Shadforth.
Ben in his own words
I am an accomplished and trusted Private Wealth Adviser with a passion for helping individuals and families achieve their financial and lifestyle goals.
I pride myself on staying at the forefront of any changes in the financial landscape. This ensures my clients receive the most current and relevant advice tailored to their unique financial position.
I work with clients from various backgrounds and financial situations, such as;
- busy, hardworking families
- young professionals & elite athletes
- business owners & executives
- pre-retiree and retirees looking to maximise retirement.
My approach to financial advice is characterised by a strong emphasis on education and empowerment. I firmly believe that informed clients make better financial decisions, and I am committed to helping my clients understand complex financial concepts in simple terms.
With me as your financial advisor, you can trust that your financial well-being is in capable and caring hands. I'm here to guide you on your journey towards financial success and help you achieve the financial future you desire.
Education and experience
Ben holds the following qualifications:
- Bachelor of Commerce (Finance & Financial Planning)
- Internationally recognised Certified Financial Planner (CFP)®
- SMSF accreditation
What my clients say...
"Ben is very knowledgeable and easy to approach and has our best interest in mind at all times."
Brenton (client since 2020)
"Ben has provided a clear and secure plan of action and has been able to implement, monitor and provide feedback and confidence in our strategy."
Leigh (client since 2020)
"Ben has thought clearly about our objectives and has provided comprehensive and relevant advice. He is very approachable and helpful."
George (Client since 2020)
Outside of work
When I'm not helping my clients navigate the financial world, I enjoy spending quality time with my family, escaping to the country where I was raised, and working on my golf game.