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Guiding Families Through the Complexities of Wealth Preservation and Succession
Ben Sutton is dedicated to supporting clients and their families in preserving, managing, and growing family wealth. His approach includes generating tax-efficient income strategies and preparing the next generation to responsibly inherit and steward family assets through education and guidance.
Authorisations
Ben Sutton can advise on the following product areas:
- Deposit and Payment Products, including Non-basic Deposit Products
- Derivatives
- Government Debentures, Stocks, or Bonds
- Managed Investment Schemes
- Managed Discretionary Accounts
- Securities
- Superannuation
Qualifications
- Company Directors Course, AICD, 2020
- Relevant Provider Exam, ASIC, 2020
- Master of Financial Planning, KAPLAN, 2017
- Margin Lending, Stockbrokers Association of Australia, 2010
- Accredited Derivatives adviser Level 2, KAPLAN, 2000
- Bachelor of Economics, Macquarie University, 1995