Meet the FinAdvice Team

We draw on years of experience to recognise potential issues, and find strategies that give you the edge, delivering solutions to your financial situation. We can build a lifelong relationship with you, meaning we work through the changes brought on by shifting circumstances. You may prefer to receive one-off financial advice and we are happy to help you too.

FinAdvice Financial Planning Bathurst

Ben Whitwell – Financial Planner

Ben is a seasoned and highly experienced financial panner with a passion for helping individuals achieve their financial goals.

With over twenty years’ experience in the field, Ben has become a trusted adviser to clients seeking financial stability and prosperity. With a meticulous approach to financial planning and a deep understanding of the industry, Ben helps clients navigate the complex world of investments and retirement planning.

Ben’s ability to translate complex financial concepts into relatable terms allows him to build strong relationships with his clients. His extensive knowledge of investment strategies, retirement planning and wealth management allows him to tailor personalised solutions that align with each client’s unique circumstances and aspirations, ensuring their financial plans align with personal goals.

Ben aims to empower individuals to make informed financial decisions, enabling them to achieve their dreams and enjoy a life of financial freedom. Financial freedom, to Ben, is the ability to indulge his love for travel, both domestic and international.

FinAdvice Financial Planning Bathurst

Ben – Paraplanner

Ben is a talented and dedicated paraplanner. Working closely with our Financial Planner, Ben analyses data obtained in the planning meetings, and collates the results into the final Statement of Advice.

Ben’s involvement in the planning process means he is ideally situated to answer any questions relating to your presented advice.

With a keen eye for detail and a love for numbers, Ben has found his niche in the financial world while maintaining an unwavering enthusiasm for all things sports related.

While pursuing his career as a paraplanner, Ben understands the importance of maintaining an active lifestyle to achieve peak performance, both physically and mentally. Ben is a friendly and approachable individual who values teamwork and collaboration.

Fin Advice Laura - Client Liaison and Implementation Manager

Laura – Client Liaison and Implementation Manager

Laura is a vibrant and compassionate person, suited to her role of Client Liaison and Implementation Manager.

Laura is a warm and friendly individual with a natural ability for the world of business. Her infectious laughter and genuine kindness make her a joy to be around, and she is always there to lend a helping hand.

Laura is your first point of contact should you require information about your current implementation, a withdrawal, a reporting need or for any administration queries.

FinAdvice Financial Planning Bathurst

Karen – Office Manager

Karen plays a crucial role in ensuring the smooth implementation of our clients’ financial plans.

She has a passion for organisation and a talent for creating efficient work environments through continuous improvement. Whether via the adoption of technological innovation, or the streamlining of existing processes, Karen has proven to be a dedicated and resourceful small business manager.

Having held various managerial roles overseeing teams and driving business growth, Karen enjoys sharing her experience and knowledge to help others thrive.

Beyond her professional achievements, Karen enjoys craft, quiet times at home, and admiring her slowly maturing garden.

Investment Planning
Investment Planning

Investing in shares & managed funds

Fin Advice - Superannuation
Superannuation Advice

Setting up your Super or SMSF

Retirement Planning
Retirement Planning

Invest and build your wealth

Personal Insurance
Personal Insurance

TPD, Trauma, Income & Life Insurance

Get in Touch

Contact FinAdvice Financial Planning