Ben Jones’ drive as a Financial Adviser is unique. His ability to engage and motivate has seen him develop close, value-adding connections with his clients based on partnership and trust. These qualities are derived from his previous career as a Rugby League professional with the Canberra Raiders where he developed skills in coaching and partnering for success.
Like his business partner, Shane Perry, Ben is a multi-skilled, accredited Adviser prepared to assist clients through each stage of their lives. From buying a home, investing to create wealth, managing debt, protecting assets and establishing a Self-Managed Superannuation Fund, Ben is in the optimum position to assist.
“Our desire is helping our clients achieve financial security and peace of mind through our sound, values-based and lifestyle financial planning”.
Ben’s passion for finance runs through his family and grew from his father, a fellow Financial Adviser. Growing up, Ben was exposed to various facets of the profession and always knew this was his preferred path. “I love to help people and I am proud to be the trusted Adviser and Coach my clients can turn to for clarity on achieving their financial goals and aspirations”.
Ben continues to find new ways to exceed his client’s expectations through delivering peace of mind and removing the day-to-day stress most people feel when it comes to their finances.
“For me, the most rewarding thing about being a Financial Adviser is seeing the relief clients experience when they feel confident with where they are and where they are going”.
Expertise
At a glance
- Adviser status Bronze
- First year providing advice 2009
- Years of experience 15
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Highest qualification
- Advanced Diploma of Financial Planning
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Language spoken
- English
Infocus Securities Australia Pty Ltd
Suite 1, 8 Brighton RoadSandgate, QLD 4017
Licensed by
Infocus Securities Australia Pty Ltd
AFSL 236523