Staff Profile - Ben Greenwell

1st March 2017

Manager – Gold Coast Office

An integral member of the Gold Coast advisory team, Ben Greenwell is an experienced professional who has worked in the financial planning industry since 2001. As well as achieving the Advanced Financial Planning Certificate in the UK, Ben is a Certified Financial Planner in Australia, and as such is well qualified to assist Elston’s clients in his role as a Strategic Wealth Adviser. Throughout his career, Ben has been dedicated to helping clients achieve their financial goals, protecting them from pitfalls along the way.

With 16 years experience in the financial services industry in the UK, New Zealand and Australia, Ben specialises in assisting clients with numerous complex issues including business sales, divorce settlements and retirement planning.

Recently appointed as Manager of our Gold Coast team, Ben always puts the client first, going above and beyond.

Warnings and disclosures

This material has been prepared for general information purposes only and not as specific advice to any particular person. Any advice contained in this material is General Advice and does not take into account any person’s individual investment objectives, financial situation or needs. Before making an investment decision based on this advice you should consider whether it is appropriate to your particular circumstances, alternatively seek professional advice. Where the General Advice relates to the acquisition or possible acquisition of a financial product, you should obtain a Product Disclosure Statement (“PDS”) relating to the product and consider the PDS before making any decision about whether to acquire the product. You will find further details of the service we provide and any cost to you within the Financial Services Guide. Any references to past investment performance are not an indication of future investment returns. Prepared by EP Financial Service Pty Ltd ABN 52 130 772 495 AFSL 325 252 (“Elston”). Although every effort has been made to verify the accuracy of the information contained in this material, Elston, its officers, representatives, employees and agents disclaim all liability (except for any liability which by law cannot be excluded), for any error, inaccuracy in, or omission from the information contained in this material or any loss or damage suffered by any person directly or indirectly through relying on this information.

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