Ben Travers

Brisbane

Manager and Senior Advisor Wealth Management

   +61 7 3222 8444

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Professional Background

Ben is a Manager and Senior Advisor in our Wealth Management Division. Prior to Pitcher Partners, Ben worked for global accounting, investment banking and Australian listed organisations, giving him a unique set of skills in managing relationships of high net worth clients.

As a Certified Financial Planner® with the Financial Planning Association of Australia, Ben also has the knowledge and experience to design comprehensive and personalised strategies.

Ben brings a dynamic approach to both wealth creation and asset protection, and understands individual circumstances are forever changing. Ben prides himself on proactive advice, communication and has a passion for investment markets.

In 2018, Ben was awarded Financial Planner of the Year (Money Management) and in 2017 the FS Top 50 Most Influential Advisers Award in Australia.

Areas of Expertise

  • Relationships with High Net Wealth Individuals
  • Holistic Private Business and Family Advisory Services
  • Financial Planning Strategies
  • Pre and Post Retirement Planning
  • Portfolio Construction and Investment Structuring
  • Strategic and Tactical Asset Allocation

Memberships & Qualifications

  • Master of Financial Planning (currently completing)
  • Bachelor of Commerce – Accounting
  • Certified Financial Planner®
  • Tax (Financial) Adviser - Tax Practitioners Board
  • Diploma of Financial Planning
  • Diploma of Financial Services (Financial Planning)
  • ASX Accredited Listed Product Adviser
  • Member of the Financial Planning Association of Australia and Committee Member of the Brisbane Chapter

Articles Published

The October Effect or buy the dip?

26th October 2018

Ben Travers

History often has a funny way of repeating itself, with October experiencing market crashes during the Great Depression (1929), Black Monday (1987...

Financial abuse, a growing problem

25th June 2018

Ben Travers

Australian’s often hide their finances from others – we don’t usually tell people how much we earn, or the value of our portfolios. This sec...


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