Ben is a Financial Adviser and Director of Monarch Wealth. He holds a Bachelor of Commerce Degree (Accounting), a Graduate Diploma in Financial Planning and is a Chartered Accountant.
Ben qualified as a Chartered Accountant with Deloitte in Perth, working as a Senior Tax Consultant before moving overseas to expand his career. He then spent 18 years working in London and New York for top tier Investment Banks before relocating back to Perth to establish Monarch Wealth.
With his internationally diverse Accounting, Investment Banking and Financial Planning career, Ben has extensive knowledge of financial markets both locally and abroad. Ben established Monarch Wealth to move away from large organisations and provide a more personalised, tailored approach for clients.
Ben is a registered Financial Adviser with ASIC (1271837) and is an authorized representative under Shartru Wealth Management Pty Ltd (422409). He is authorized to provide financial product advice in the following areas:
- Deposit and Payment Products
- Government Debentures, Stocks or Bonds
- Life Insurance Products
- Managed Investment Schemes
- Retirement Savings Account Products
Ben also is a specialist in expatriate wealth strategies, particularly for UK and USA expatriates living in Australia.