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Ben Wise Location
Sydney, NSW, AU
Ben Wise Work
Brand Ambassador @ (July 2024 - Present)
Senior Financial Adviser @ (December 2025 - May 2026)
Senior Financial Advisor @ (March 2025 - December 2025)
Senior Financial Advisor @ (May 2024 - February 2025)
Senior Financial Advisor, Sydney @ RSM Financial Services (July 2023 - April 2024)
Senior Adviser I Authorised Representative @ (April 2018 - July 2023)
Senior Financial Advisor and Planner @ (November 2013 - March 2018)
Financial Planner @ (November 2012 - November 2013)
Senior Financial Advisor and Planner @ (July 2009 - November 2012)
Associate Financial Advisor @ (May 2007 - June 2009)
Financial Client Services Role @ (March 2002 - May 2007)
Ben Wise Education
Kaplan Professional
Self Managed Superannuation Funds in 2007 & Margin Lending in 2010
2010-2010
LPAC Online
Structured Product Masterclass
2010
St Aloysius' College, Milsons Point
Ben Wise Skills
Compliance
Critical Illness
Estate Planning
Financial Advice
Financial Advisory
Financial Planners
Financial Planning
Financial Services
Fixed Annuities
Income Protection
Insurance
Insurance Planning
Investment Strategies
Investments
Life Insurance
Managed Funds
Pensions
Personal Finance
Personal Financial Planning
Portfolio Management
Retirement
Retirement Planning
Retirement Solutions
Strategic Financial Planning
Superannuation
Tax Reduction Strategies
Wealth
Wealth Accumulation
Wealth Management
Wealth Preservation
Ben Wise Summary
Ben Wise, based in Sydney, NSW, AU, is currently a Brand Ambassador at Dance Fit Studio. Ben Wise brings experience from previous roles at Ally Wealth Management, Partners Wealth Group, Altus Financial and RSM Financial Services. Ben Wise holds a 2010 - 2010 Self Managed Superannuation Funds in 2007 & Margin Lending in 2010 @ Kaplan Professional. With a robust skill set that includes Compliance, Critical Illness, Estate Planning, Financial Advice, Financial Advisory and more. Ben Wise has 1 emails on RocketReach.
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