The Team at FinAdvice Financial Planning

The Team at FinAdvice Financial Planning are the key to our success.  Please take the time to read about our friendly staff so you can take comfort they are qualified to help you map out your financial future.

” … friendly, approachable, and helpful. ” David & Jenny

Benjamin Whitwell GradDipFinPlan Certified Financial Planner® Accredited ASX Listed Investment Product Adviser

Benjamin Whitwell

GradDipFinPlan Certified Financial Planner®
Accredited ASX Listed Investment Product Adviser (ALPA)

Ben Whitwell is the Managing Director of FinAdvice Financial Planning. He has been in the Financial Planning industry since 2000.

Ben started, operated, and sold several non-financial services businesses prior to becoming a Financial Advisor. This means he has practical experience in the “real world” and understands the pressures of small business. 

He is authorised to provide financial services including advice on:

  • Managed investments
  • Superannuation and Retirement Planning
  • Personal Insurance
  • Australian shares/equities
  • Exchange Traded Funds (ETF’s)
  • Self Managed Superannuation Funds (SMSF)

Ben is married with two children, and enjoys travelling, cooking and the company of friends.

 

Rachael Moxon

Office Administrator

Rachael is the newest member of the team at FinAdvice Financial Planning, contributing a wealth of experience in customer service. She is often the first point of contact when you call. Her role includes portfolio reporting, account administration, investment transactions, office management and administering client appointments.

Rachael is ideally positioned to help should your query involve:

  • booking a meeting or phone hook-up,
  • account amendments,
  • withdrawals,
  • new contributions deposits, or
  • updating your records on our files or those in your portfolio.
  • portfolio establishment,
  • any already planned investment changes/top-ups/roll-overs.

Adrienne Bower

AMusA, Dip Fs (FP)

Adrienne joined us in 2006, in the years she has been with us has become the technical wiz of our team and the portfolio administration expert.

Adrienne has completed the Diploma of Financial Services – Financial Planning and works as our In House Paraplanner.

As she works closely with our financial advisers on complex advice scenarios, it is likely Adrienne has an intimate knowledge of your financial plan.

Adrienne can assist with most queries regarding:

  • portfolio establishment,
  • any already planned investment changes/top-ups/roll-overs, and
  • the more complex account administration issues.
Karen Whitwell BaEc (Ec), CPA

Karen Whitwell

Karen began her professional life working in Sydney as a Corporate Accountant with a US-based multinational business. She then worked as an accountant in the travel, recruitment, and aged care industries so has extensive practical experience.

Karen is our business accountant and project manager.

Her contributions over the years to FinAdvice Financial Planning have been pivotal in making it the business it is today.

Understandable financial advice from FinAdvice Financial Planning