Ben Atkins-Illek

Ben Atkins-Illek Email and Phone Number

Financial Adviser at Adviser fp @ Adviser fp
australia
Ben Atkins-Illek's Location
Sydney, New South Wales, Australia, Australia
About Ben Atkins-Illek

With a background rooted in a transformative experience assisting his parents in defining their retirement goals, Ben is driven by a deep-seated passion to empower individuals towards financial independence. This foundational moment sparked a journey dedicated to guiding retirees towards a future of financial security and fulfillment.At the core of Ben’s philosophy lies a commitment to simplifying complex financial concepts, ensuring clients possess the knowledge and tools necessary to make informed decisions. Embracing a client-centric approach, he believes in fostering trust and transparency, building lasting relationships founded on integrity and empathy. Through personalized guidance and unwavering support, Ben equips retirees with the clarity and confidence needed to navigate their financial journeys. From comprehensive retirement planning to tailored investment strategies, his services are designed to align with each client’s unique goals and aspirations.Having ascended through roles of increasing responsibility within Adviser fp, Ben has earned the respect of peers and clients alike for his dedication and expertise. His deep understanding of clients’ needs and objectives, coupled with a commitment to excellence, positions him as a trusted adviser within the industry.Ready to embark on your journey towards financial freedom? Schedule a consultation with Ben today to take the first step towards realizing your retirement dreams. Whether you’re planning for the future or seeking guidance on existing investments, Ben is here to help you navigate with confidence and clarity.

Ben Atkins-Illek's Current Company Details
Adviser fp

Adviser Fp

View
Financial Adviser at Adviser fp
australia
Website:
adviserfp.com.au
Employees:
10
Ben Atkins-Illek Work Experience Details
  • Adviser Fp
    Financial Adviser
    Adviser Fp Jan 2022 - Present
    Parramatta, New South Wales, Australia
  • Adviser Fp
    Associate Adviser
    Adviser Fp Dec 2020 - Jan 2022
    Parramatta, New South Wales, Australia
  • Adviser Fp: Creating, Managing & Protecting Wealth
    Client Service Manager
    Adviser Fp: Creating, Managing & Protecting Wealth Dec 2018 - Dec 2020
    Sydney, Australia
    Provide customer service and administrative support for over 300 clients. Liaise with fund managers and maintain client portfolios using investment platforms. Prepare high quality and compliant Statements of Advice reports. Prepare and action documentation related to the advice. Extensive experience with Xplan system management and data input. Support and assist 5 Senior Financial Planners. Research of client's investments, superannuation and insurance.Provide support to the Financial Advisor team
  • Adviser Fp: Creating, Managing & Protecting Wealth
    Client Service Officer
    Adviser Fp: Creating, Managing & Protecting Wealth May 2017 - Dec 2018
    Sydney, Australia
    Provide customer service and administrative support for over 300 clients.Liaise with fund managers and maintain client portfolios using investment platforms.Prepare high quality and compliant Statements of Advice reports.Prepare and action documentation related to the advice.Extensive experience with Xplan system management and data input.Support and assist 5 Senior Financial Planners.Research of client's investments, superannuation and insurance.
  • Football Federation Australia
    Paralympic Football Player (Pararoo)
    Football Federation Australia 2008 - Present
    50 international caps
  • Stowe Australia
    Assistant Accountant
    Stowe Australia May 2014 - May 2017
    Rydalmere
    Reporting to the Finance Manager of Australia's leading electrical and communications installation and service contractor. Roles include:Reviewing accounts payable and receivable accounts.Preparing and posting of journals.Assisting with the analysis of the P&L and balance sheet. Building Financial models.Preparation of Fringe Benefit Tax returns and Month End Accounting. Reconciliation of the bank statement.Financial and Management reporting.
  • Shoalhaven City Council
    Admin Trainee
    Shoalhaven City Council Oct 2011 - Feb 2013

Ben Atkins-Illek Education Details

Frequently Asked Questions about Ben Atkins-Illek

What company does Ben Atkins-Illek work for?

Ben Atkins-Illek works for Adviser Fp

What is Ben Atkins-Illek's role at the current company?

Ben Atkins-Illek's current role is Financial Adviser at Adviser fp.

What schools did Ben Atkins-Illek attend?

Ben Atkins-Illek attended University Of Wollongong, Shoalhaven High School.

Who are Ben Atkins-Illek's colleagues?

Ben Atkins-Illek's colleagues are Rowena Conde, Soraya Demi Bacic, Tony Fox, Michelle Maguire Fchfp.

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