” … friendly, approachable, and helpful. ” David & Jenny
What a wonderful way to introduce you to the people who make Finadvice Financial Planning the success it is. 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.
DipFP Certified Financial Planner®
Accredited ASX Listed Investment Product Adviser (ALPA)
Ben Whitwell is the Managing Director of FinAdvice Financial Planning, and 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, reading, cooking and the company of friends.
Andrew began working in the financial services sector UK in 1999 before moving to Australia in 2003 where he has continued working in the industry.
He has worked for large licensees before moving across to work for the smaller, more personal financial planning firms.
Andrew holds an Advanced Diploma in Financial Planning, and is currently studying towards his Graduate Deploma of Financial Planning.
Andrew is authorised to provide financial services including advice on:
- Managed Investments
- Life Products
When Andrew is not working, he has a passion for music production and is a volunteer member and presenter at his local community radio station (Radio Blue Mountains), where he is involved with the station’s decision making at committee level. When not in the studio, Andrew enjoys taking off on walks through the Blue Mountains, he is a keen cook, a malt whisky enthusiast and a founding member of the Blue Mountains Whisky Club.
Sarah 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.
Sarah is ideally positioned to help should your query involve:
- booking a meeting or phone hook-up,
- account amendments,
- new contributions deposits, or
- updating your records on our files or those in your portfolio.
AMusA, Dip Fs (FP)
Adrienne joined us in 2006, in the years she has been with us has become a technical wiz (our term) and 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 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.