Ben Mitchell MFinPlan
Adviser/Principal
An investment in knowledge pays the best interest.
Ben has been in financial services and banking for the past 20 years, most recently at Westpac as a senior financial adviser looking after premium clients along the north shore.
Ben enjoys listening to his clients and developing a road map to success, helping them achieve their short and long term financial goals and attaining financial freedom.
Ben is a shareholder of Financial Decisions. He is remunerated by salary and receives a dividend from the firm.
An avid sportsman, Ben plays rugby, soccer, tennis and golf, and was fortunate enough to travel to the United States on a baseball scholarship. He can be found most weekends on a sporting field or chasing around his young family.
Ben has a Masters in Financial Planning from Kaplan.
ASIC Representative Number – 000338383
Ben is licensed to give advice in the following areas:
- Deposit and Payment Products – Non-basic Deposit Products
- Government Debentures, Stocks or Bonds
- Investment Life Insurance Products
- Life Risk Insurance Products
- Managed Investment Schemes, including IDPS and MDA services
- MDA Services
- Retirement Savings Account Products
- Securities
- Superannuation – All
- Standard Margin Lending Facility