Ben Lonergan

FINANCIAL ADVISER

Ben enjoys working with clients from all backgrounds and stages of life. Whether you’re still working hard or you’ve retired from a successful career, Ben specialises in providing tailored advice and innovative investment strategies to suit your unique circumstances and meet your personal ambitions.

Through years of experience, he has learned many practical skills to guide you through life’s crucial shifts. No matter your circumstances, Ben can help simplify the most complex situations, helping you achieve financial clarity and peace of mind.

Priding himself on providing personalised financial advice with the highest level of honesty and integrity, Ben offers a proactive and collaborative approach to developing long-lasting relationships.

Ben works closely with Nethmi Ambawatte and Ashleigh Hoey to make the process as easy as possible for you. Ben and the team are available to discuss your situation anytime.

Ben holds the following professional qualifications:

• Bachelor of Commerce  

• Diploma of Financial Planning, Kaplan Professional

• Authorised Representative No. 1246209