Verified recordInvestment Management

Ben Obryan

Financial Advisor at Ichart Financial Solutions

Based in Canberra, Australia

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Seniority

Staff

Department

Finance & Accounting

Location

Canberra

Industry

Investment Management

Company size

Contact information

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Email

1 credit

b•••••••@ichart.net.au

Phone

5 credits

+61 ••• •••• ••••

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Background

About Ben Obryan

Ben O'Bryan is an experienced Financial Adviser at iChart Financial Solutions.Formerly operating as Canberra Wealth Solutions, Ben recently merged with a business in Orange to realise benefits of operating within the regional areas of NSW while maintaining connections in both Sydney and Melbourne.Beginning his financial planning career with a leading bank in Sydney in 2005, Ben transferred to Canberra in 2011 where he quickly became a valued senior financial planner. It was the closer relationships with clients which were desired which resulted into the venture to self-employment.Ben specialises in a range of financial planning areas such as- Retirement planning (including comprehensive strategy advice to PSS and CSS members)- Personal insurance protection - Investment portfolios including those which take into account the environmental implications of big businessHis current client list includes people in Canberra as well as Sydney and regional Australia.Ben places importance on the value of continued education and has graduated from the Western Sydney University with a Master of Commerce (Financial Planning) putting him in a small class of financial planners with this high level of experience and education standards. He is also the holder of the Certified Financial Planner® designation from the Financial Planning Association. Contact Ben on 0401 30 8585 or ben@cbrws.com.au

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