Ben Greenwell Email & Phone Number

According to a 2015 survey by Professional Planner, over 70% of Australians do not use a financial planner, despite the same survey confirming 86% of non advised clients as having concerns about their finances.Elston is one of the largest privately owned and operated financial services companies in Australia, currently managing over a billion dollars in assets, making us one of Australia’s largest providers of Managed Account providers. Elston has evolved from a non-traditional background. This has enabled us to develop advice solutions that provide our clients with an outcome that is customised to their needs. We have grown to over 1000 clients, 60 staff and $1.3 billion of funds under management. More than 70% of our clients have an SMSF.We collaborate with over 100 professional advice partners including accountants, solicitors and SMSF administrators, as well as a number of industry bodies and NFP’s. We serve clients across Australia including Brisbane, Sydney, Melbourne, Canberra, Gold Coast and key regional towns. My aim is to help my clients make the best informed decisions available to them so they can achieve their financial goals. I also manage the Elston Gold Coast advisory team, and help them to have the skills, tools and resources to enable our clients to make informed decisions through the delivery of customised, professional advice.Some of the areas Elston assist in are:• Financial Planning• Self Managed Super Funds (SMSF) • Retirement Planning • Investment Management• Superannuation• Asset Management• After Tax Management • Wholesale investment solutions• High Net Worth Professional Clients (HNW)• Managed Accounts• Individually Managed Accounts (IMA) and Separately Managed Accounts (SMA)• Financial Advice during divorce• Financial Advice for expats • Investment Advice, Away from work I love spending time outdoors, hiking, running, keeping fit or having fun with my wife and three young lads.

Listed skills include Investment Strategies, Portfolio Management, Financial Advisory, Strategy, and 10 others.

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  The Manchester Metropolitan University

  Bachelor Of Science - Bsc