Benjamin Velcek
Financial Adviser at Smart Financial
Based in Warilla, Australia
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Seniority
Staff
Department
Finance & Accounting
Location
Warilla
Industry
Financial Services
Company size
55
Contact information
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b•••••••@smartfinancial.com.au
Phone
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Background
About Benjamin Velcek
Hello My name is Benjamin Velcek and I have recently completed a Bachelors degree of Commerce majoring in Finance and Financial Planning. My goal is to provide quality advice so people can accumulate wealth, achieve financial freedom and help my clients achieve their personal financial goals. In my current position, I achieve my goal by assisting my senior advisers in the preparation of advice and ensure that client portfolios and details are true and accurate. This ensures that the advice that is prepared is based on the clients current financial position and personal situation which is the core of providing high quality, tailored advice.
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