Money Mechanics with Scott MalcolmMoney Mechanics with Scott Malcolm

Unpacking Advice Delivery with Ben Marshan

View descriptionShare

Ben is the Head of Policy, Strategy and Innovation at the Financial Planning Association (FPA). Ben’s role is to manage Government Relations for the FPA, as well as focusing on the implementation of the FPA’s policy platform and encouraging the development of innovative ways to provide advice.


Ben has spent close to 6 years with the FPA and in addition to leading the Policy team through this period, has had periods leading the professional standards team, accountability team, academic relations and partnership teams. He had an 18 month period at KPMG where Ben was the financial advice subject matter expert and prior to this spent nine years at State Super Financial Services as a Financial Planner and Senior Manager. Ben also spent 3 years lecturing retirement planning with Western Sydney University.


Ben holds the CFP® designation and LRS® Life Risk Specialist designation, as well as a Master of Commerce in Financial Planning. He also holds a Bachelor of Science with first class honours and is currently undertaking an MBA.

 

Connect with Ben here:

LinkedIn: https://www.linkedin.com/in/benjaminmarshan/

 

Resources:

https://moneysmart.gov.au/

https://moneysmart.gov.au/financial-advice

https://moneysmart.gov.au/financial-advice/financial-advisers-register

 

Thanks for listening!  We love your support, please subscribe, review, comment and share this episode to help empower and educate more folks around the money stuff!

 

Check out more about us here:

www.moneymechanics.com.au

www.scottmalcolm.com.au

Check out our Financial Service Guide and Privacy Policy here.

 

Follow and like us on socials:

Instagram: @moneymechanics

Twitter: @moneymechanics

 

Money Mechanics Pty Ltd (ABN 64 136 066 272) is a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd (ABN 47 097 797 049) AFSL and Australian Credit Licence No. 236523

 

General Advice Warning Information in this podcast has been prepared for general information purposes only and not as specific advice to any particular person. 

 

Any advice contained is General Advice and does not take into account any person's particular investment objectives, financial situation and particular needs.  Before making an investment decision based on this advice you should consider, with or without the assistance of a qualified adviser, whether it is appropriate to your particular investment needs, objectives and financial circumstances.  Past performance of financial products is no assurance of future performance.  Product Disclosure Statements contain information necessary for you to make a decision whether or not to invest in financial products which may be mentioned in this podcast.  

  • Facebook
  • X (Twitter)
  • WhatsApp
  • Email
  • Download

In 1 playlist(s)

  1. Money Mechanics with Scott Malcolm

    61 clip(s)

Money Mechanics with Scott Malcolm

As human beings we share a commonality.  We are all born into the financial system in which we live. 
Social links
Follow podcast
Recent clips
Browse 61 clip(s)