Ben Lockwood

Financial Adviser

Ben is a highly qualified professional with over 15 years of experience. He holds a Bachelor's degree in Finance from Jacksonville University (USA), a Masters' degree in Accounting from the University of Southern Queensland and an Advanced Diploma in Financial Planning. Ben provides strategies for clients to confidently navigate and achieve their financial objectives whether to create or protect wealth or planning how to manage wealth retirement and beyond.

Ben's expertise includes strategic planning for wealth creation and wealth protection, portfolio construction and advice, superannuation and retirement planning and self-managed super funds. He is well versed in all aspects of superannuation, including Self-Managed Super Funds (SMSF), investment management, risk and insurance, and estate planning. He is a member of the Financial Planning Association of Australia (FPAA).  

Outside of work, you will find Ben spending time with his children at various sporting activities. He enjoys time away from the office holidaying at Yamba or in the snowy country in winter.

Representative (number 318369)

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