Ben Warren – Financial Adviser CFP, Head of Strategy & High Performance, Partner
“The dynamics of the financial services industry really appeal to me. Helping the mums & dads of Australia achieve their goals & objectives whilst supporting them through the complexities of ever changing legislation is very rewarding.”
Ben, originally from the Tweed Coast in northern NSW studied at the University of New England in Armidale and moved to Coffs Harbour for his role as a Financial Planner with Invest Blue.
Ben is responsible for the day-to-day running of the Coffs Harbour/Grafton team ensuring clients receive a high standard of advice and overseeing internal training and development of staff.
Ben loves spending time with his wife and three daughters and has recently completed the Future2 Wheel Classic from Melbourne to Adelaide – helping raise funds for kids in need. He is passionate about all sports, in particular rugby. One day Ben would like to complete the New York Marathon.
Areas of specialisation
- Wealth creation strategies
- Debt and cash-flow management strategies
- Risk insurance strategies
- Retirement planning strategies
- Self-Managed Superannuation Funds
Qualifications
- Certified Financial Planner (CFP)
- Bachelor of Commerce
- Bachelor of Law
- Advanced Diploma of Financial Services (Financial Planning)
- Diploma of Financial Services (Financial Planning)
- Self-managed Superannuation Funds Accreditation
- Certificate IV in Mortgage Broking
- Justice of the Peace Commissioned for Declarations Department of Justice NSW
- Most Trusted Adviser designation; Beddoes Institute
Memberships
- Financial Planning Association of Australia
- Finance Brokers Association of Australia
