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Tailored Investment Advice and Innovative Strategies to Build, Manage, and Protect Wealth For Long-term Success
Ben is committed to delivering personalised, results-driven advice that aligns with clients' unique financial goals and aspirations, with a core focus being investment advice.
Ben has 8 years' experience within Financial Services and has completed additional qualifications to ensure he can provide the most appropriate advice for his clients.
Ben has successfully guided clients through diverse market conditions and complex financial landscapes. He implements proven investment strategies, including actively managing multi-currency portfolios invested across all asset classes with a focus on capital preservation.
Authorisations
Ben Neal can advise on the following product areas:
- Deposit and Payment Products, including Non-basic Deposit Products
- Government Debentures, Stocks, or Bonds
- Life Products
- Investment Life Insurance Products
- Life Risk Insurance Products
- Managed Investment Schemes
- Securities
- Superannuation
Qualifications
- Certified Financial Planner, 2022
- Bachelor of Commerce, Griffith University, 2018
- RG146
Akubra Capital Pty Ltd (ACN 677 419 037) is an Authorised Representative of Canaccord Genuity Financial Limited (AFSL 239052)