Ben Willard Email & Phone Number
Chief Operating Officer @ Certe
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Ben Willard Location
- Sydney, NSW, AU
Ben Willard Work
- 2024 -now Chief Operating Officer @
- 2024 -2024 Head of Private Clients @
- 2022 -2023 Director of Financial Advice @
- 2019 -2022 Head of Phone and Virtual Advice (Seconded to Retirement Product and Solutions) @
- 2017 -2019 Head Of Financial Planning @
- 2014 -2017 Regional Head @
- 2011 -2014 Operations Manager @
- 2006 -2011 Regional Manager @
- 2001 -2006 Financial Planner @
Ben Willard Education
- FASEA (Financial Adviser Standards and Ethics Authority)
Exam passed
2021 - Deakin University
Certified Financial Planner (Financial Planning and Services)
2002-2005 - Deakin University
Diploma of Financial Planning (Financial Planning)
1999-2002 - Western Sydney University
Commerce (Management)
1996-2001
Ben Willard Skills
- Team Building
- Stakeholder Management
- Pensions
- Business Relationship Management
- Executive Management
- Incentive Programs
- Retirement Planning
- Financial Planning
- Portfolio Management
- Business Development
- Investments
- Relationship Management
- Team Leadership
- Finance
- Strategic Planning
- Leading Change
- Strategy
- Financial Services
- Wealth Management
- Operations Management
- Investment Strategies
- Change Management
- Pension Funds
- Management
- Coaching
Ben Willard Summary
- Ben Willard, based in Sydney, NSW, AU, is currently a Chief Operating Officer at Certe. Ben Willard brings experience from previous roles at Certe, Mercer Australia, Aware Super and StatePlus. Ben Willard holds a Exam passed @ FASEA (Financial Adviser Standards and Ethics Authority). With a robust skill set that includes Team Building, Stakeholder Management, Pensions, Business Relationship Management, Executive Management and more. Ben Willard has 1 emails and 1 mobile phone numbers on RocketReach.
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