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Investment Adviser
20160210_125948

Ben LavenderAFA, BCom, CFPCM

PRIVATE INVESTMENT ADVISER

Ben joined Private Wealth Advisers in January 2015 after ten years in the banking industry. Ben completed his Bachelor of Commerce at the University of Canterbury including 2 semesters studying at the Sauder School of Business at the University of British Columbia, Vancouver, Canada. He has also attained the Certified Financial Planner designation as well as being an Authorised Financial Adviser.

Working in a boutique financial advisory firm means that Ben’s clients are given substantial flexibility when developing their retirement or financial strategy, “we start with a blank sheet of paper and build a solution to meet the needs of what our clients want, we don’t pigeon hole our clients into a pre-determined solution”. This allows clients with a high level of engagement to be actively involved in the creation of their portfolio.

Ben can offer the following services:

Financial planning

Retirement planning

Individually tailored investment portfolio construction

Advice on wealth creation and cashflow management issues

Ben has followed suit of the other two advisers and has been mountain biking for the past 18 months. He enjoys sailing the Hauraki Gulf on his father’s 7.7 Tracker. He has 3 young children which occupy most of his time outside of the office.

Key Information

EDUCATION

Graduate Diploma in Business Studies
(Personal Financial Planning)

Certified Financial Planner
(CFPcm)

National Certificate in Finance Services
(Advice) (Level 5)

Diploma of Financial Services
(Aust.)

Bachelor of Commerce
(University of Canterbury)

PROFESSIONAL

Authorised Financial Advisor
(AFA)

Member IFA
(Institute of Financial Advisers)

DISCLOSURE STATEMENTS

Ben Lavender AFA, BCom, CFPCM
FSP 110748

Primary disclosure statement
Secondary disclosure statement

Private Wealth Advisers Ltd
FSP 28141

CONTACT

D +64 (0)9 926 5748
M +64 (0)21 950 535
E ben@privatewealthadvisers.co.nz

 
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