Ben Beckton Email & Phone Number

Queensland, Australia

Sunshine Coast, Queensland, Australia

Maroochydore, Queensland, Australia

Managing the client-facing and service delivery teams of Retail Client Services (CSO), Network Client Services (AOM’s), Paraplanning and Platformplus Help Desk at Infocus.

Queensland, Australia

Infocus is first and foremost an Advice business.I have a real passion for building relationships within the financial advice industry and have 19 years’ experience in the field.I help quality advice business navigate a successful path to join the Infocus AFSL by investigating what’s truly important to you and your business and exploring the multitude of benefits that joining the Infocus community has to offer. There is no central market place for AFSL’s, so I’m here to… Show more Infocus is first and foremost an Advice business.I have a real passion for building relationships within the financial advice industry and have 19 years’ experience in the field.I help quality advice business navigate a successful path to join the Infocus AFSL by investigating what’s truly important to you and your business and exploring the multitude of benefits that joining the Infocus community has to offer. There is no central market place for AFSL’s, so I’m here to help. Wearing the ‘client hat’ always, seeing things from your perspective, I build long lasting relationships to help improve your financial advice business now and into the future…and we have some fun along the way. Show less

Sunshine Coast

To work with the existing Infocus practices in Queensland and Northern Territory. My goal is to support advisers in the growth of their business while effectively managing risk and delivering efficiencies to enhance business growth. This is achieved with business planning and a comprehensive practice development and training plan. To also connect with financial planning businesses who are looking for a full service independent licencee.

Sunshine Coast

Provide support, development and training to the Queensland based Infocus Financial Planners. Ensure the successful transition of new practices to the Infocus network.

Gympie

Sunshine Coast

Maintain the relationship with the Infocus dealer group. Liaising directly with dealer group management and to leverage Aviva's position by identifying opportunities within the adviser network.

• Developing my relationships with my allocated advisers.• Handle complex queries across all Aviva/Navigator products.• Provide value added services allowing our advisers to do business more effectively with Aviva• Support key advisers with resolution of key issues in operations.• Develop relationships with BDM’s so both CRM and BDM are aware of issues or success for allocated adviser.• Understand advisers business to ensure our systems, processes and technology is utilised… Show more • Developing my relationships with my allocated advisers.• Handle complex queries across all Aviva/Navigator products.• Provide value added services allowing our advisers to do business more effectively with Aviva• Support key advisers with resolution of key issues in operations.• Develop relationships with BDM’s so both CRM and BDM are aware of issues or success for allocated adviser.• Understand advisers business to ensure our systems, processes and technology is utilised to benefit advisers office and clients.• Provide information updates, training, office tours and project management. Show less

Currently Studying Business Administration, Business

Currently studying business administration.

Diploma Of Financial Services, Diploma Of Financial Services