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Ben Lancaster

Dmg Financial Planning

Gold
26 Yrs Experience
Sale, VIC 3850

Ben started working in the industry with Melbourne based firms in 1995 then joining our firm in 1999. He has extensive skills including wealth creation, business coaching and customer relations as well as a strong working knowledge of various Defined Benefit Funds including Exxon Mobil. Ben is also a member of the DMG Investment Research Committee.

Dealing with clients at all stages of life and having been in the area for quite some time, Ben has built a very strong relationship with many in the oil industry. He was a finalist for the 2010 FPA Value of Advice Awards.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Financial Hardship
  • Redundancy
  • Aged Care
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients.

At a glance

  • Adviser status Gold
  • First year providing advice 1999
  • Years of experience 26
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Dmg Financial Planning

Level 1, 64-66 Foster St
Sale, VIC 3850

Licensed by

Dmg Financial Planning

AFSL 238354