Ben Waite

Ben Waite Email and Phone Number

MAppFin, CFP® & CFTe @ Synstrat Group
australia
Ben Waite's Location
Greater Melbourne Area, Australia
Ben Waite's Contact Details

Ben Waite personal email

About Ben Waite

A true advice professional with over 20 years' experience in both domestic and international markets.My goal is to both protect and enhance my client’s investments and retirement plans with sound holistic advice covering investment, superannuation, estate planning and risk management strategies.My past experiences range from working with Small to Medium Enterprise owners, Self-Managed Super Fund trustees and also individual families with their personal and business. I am dedicated to ongoing study and education, having completed my Master's degree in Applied Finance (majoring in Wealth Management.) I have also completed further studies in Financial Planning, Superannuation Management and Technical Analysis.I am a member of the Financial Planners Association of Australia and also hold the CFP designation with the FPA.I am also a designated Certified Financial Technician with the International Federation of Technical Analysts.I am committed to abide by FASEA code of professional practice ethics. I believe that the values shown above are the best way to develop a long-lasting relationship that will add long term value to your financial well-being

Ben Waite's Current Company Details
Synstrat Group

Synstrat Group

View
MAppFin, CFP® & CFTe
australia
Website:
synstrat.com.au
Employees:
13
Ben Waite Work Experience Details
  • Synstrat Group
    Senior Finacial Adviser - Private Wealth
    Synstrat Group Aug 2024 - Present
    Doncaster, Victoria, Australia
  • Salt Financial Group Pty Ltd
    Senior Financial Adviser
    Salt Financial Group Pty Ltd Nov 2022 - Aug 2024
    Melbourne, Victoria, Australia
  • Rsm Australia
    Senior Financial Adviser
    Rsm Australia Sep 2021 - Nov 2022
    Melbourne, Victoria, Australia
    Senior Financial Advisor
  • Mercer Australia
    Senior Financial Adviser
    Mercer Australia Nov 2019 - Sep 2021
    Melbourne, Australia
    Senior Financial Advisor
  • National Australia Bank
    Senior Financial Advisor
    National Australia Bank Aug 2010 - Nov 2019
    Melbourne, Victoria, Australia
    Senior Financial Advisor

Ben Waite Skills

Wealth Investment Strategies Superannuation Portfolio Management Financial Services Financial Advisory Strategic Financial Planning Investments Relationship Management Risk Management Retirement Finance Income Protection Insurance Pensions Wealth Accumulation Estate Planning Smsf Financial Planning Retirement Planning Equities Banking Financial Risk Investment Advisory Wealth Management Services Financial Planners Stakeholder Management Life Insurance Management Wealth Management Strategy Business Relationship Management Age Care Strategies

Ben Waite Education Details

Frequently Asked Questions about Ben Waite

What company does Ben Waite work for?

Ben Waite works for Synstrat Group

What is Ben Waite's role at the current company?

Ben Waite's current role is MAppFin, CFP® & CFTe.

What is Ben Waite's email address?

Ben Waite's email address is be****@****.com.au

What schools did Ben Waite attend?

Ben Waite attended Kaplan Professional, Australian Technical Analyst Association, Kaplan Professional, Maquarie University - Asfa, Blackburn High School, Darien High School - Ct- Usa, Kaplan Professional, Financial Planning Association Of Australia.

What are some of Ben Waite's interests?

Ben Waite has interest in Environment, Health.

What skills is Ben Waite known for?

Ben Waite has skills like Wealth, Investment Strategies, Superannuation, Portfolio Management, Financial Services, Financial Advisory, Strategic Financial Planning, Investments, Relationship Management, Risk Management, Retirement, Finance.

Who are Ben Waite's colleagues?

Ben Waite's colleagues are Warrick Dickson, Al Aikman, Abdul Algadi, Julian Whetstone, Chelsea Joyce, Christian Plant.

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