Ben Waite work email
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Ben Waite personal email
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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
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Senior Finacial Adviser - Private WealthSynstrat Group Aug 2024 - PresentDoncaster, Victoria, Australia -
Senior Financial AdviserSalt Financial Group Pty Ltd Nov 2022 - Aug 2024Melbourne, Victoria, Australia -
Senior Financial AdviserRsm Australia Sep 2021 - Nov 2022Melbourne, Victoria, AustraliaSenior Financial Advisor -
Senior Financial AdviserMercer Australia Nov 2019 - Sep 2021Melbourne, AustraliaSenior Financial Advisor -
Senior Financial AdvisorNational Australia Bank Aug 2010 - Nov 2019Melbourne, Victoria, AustraliaSenior Financial Advisor
Ben Waite Skills
Ben Waite Education Details
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Applied Finance - Wealth Management -
Australian Technical Analyst AssociationTechnical Analysis -
Financial Planning -
Maquarie University - AsfaSuperannuation -
Blackburn High School -
Darien High School - Ct- Usa -
Ethics And Professionalism - Bridging Course -
Financial Planning Association Of AustraliaCertified Financial Planning
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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