Newcastle Financial Advisor recognised in national awards

Newcastle Financial Advisor recognised in national awards

Ben Travers from Infinity Financial Advisors has been named in the 2020 Financial Standard Power 50 Most Influential Advisors and took home the Individual Transformation of The Year title at the IFA (Independent Financial Adviser) Excellence Awards 2020.

This is the fourth year in a row Ben has been listed amongst the FS Power 50 – who exemplify the best aspects of the advice industry nationally, as voted by their peers, and are instrumental in shaping the future of advice.

The IFA Awards pinpoint professional development and innovation, showcasing both the individuals and firms who are leading the way in the industry.

Ben is also a committee member of Kaplan’s Advisors of the Future, which plays a fundamental role in taking advice into the future, identifying key trends, changes impacting advisers and innovations around technology.

“The 2019 Final Report of the Royal Commission has already seen significant changes to education in our industry, and this will continue over the coming years,” Ben said.

“Compliance with the (Financial Adviser Standards and Ethics Authority) FASEA Code of Ethics is also now a requirement for all financial advisers. These changes provide a benchmark to measure ourselves in a uniform way.”

With 20 years’ industry experience, Ben completed a Master of Financial Planning in 2018 and has been focused on how the financial industry can move towards becoming a profession in an ethical manner.

Ben is a passionate advocate for future education and often presents at universities.

“I aim to take financial planning into a new era, attract new entrants, and be a leader inmoving the industry towards professionalism,” he said.

“In a year that has been turned upside down, it’s nice to be acknowledged for setting a new direction, innovating change, and participating in the transformation of our industry to a profession. It can only get better from here.”

Ben joined Newcastle’s Infinity Financial Advisors as a Senior Financial Advisor this year after two decades in boutique, accounting and ASX listed firms, designing comprehensive and personalised strategies for clients.

Managing Director, Andrew Masson said Ben’s recognition in the FS Power 50 and the IFA Excellence Awards is a testament to his forward-thinking approach to the industry.

“Ben is influencing the advice industry through his involvement in industry committees. He has a true passion for the industry and enjoys giving back to the community,” Andrew said.

“As an innovative financial advisory firm, we believe that the industry must be willing to change in order to grow, and that will lead to regaining community trust.

“The new standards set by FASEA also mean that it should be easier for us to retain and attract good quality professionals, like Ben, in the future.”

IMAGE | Ben Travers from Infinity Financial Advisors recognised as top Financial Advisor at industry awards.

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