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Ben is a financial adviser with comprehensive experience in large superannuation funds, boutique firms and national advice firms. He specialises in retirement planning advice, insurance analysis, wealth protection recommendations, Centrelink planning advice and strategies to promote wealth.
Laurence has advised clients through a wide variety of strategies, including retirement lifestyle planning, wealth generation through superannuation and non-superannuation investments, tax effective savings strategies, wealth and family protection arrangements, aged care and Centrelink planning.
Shiona has worked in the financial services industry for over 12 years. Her speciality is pre- and post-retirement advice which includes strategic superannuation advice, Centrelink and re-contribution strategies.