OUR TEAM

Ben is a Certified Financial Planner and an SMSF Specialist Advisor with more than 25 years of experience in financial services.

After a successful career at firms including Evans & Partners, Morgans and Shadforth Financial Group, Ben co-founded Wallis Payne Wealth Management before establishing Moonah Private Wealth in 2026.

Ben specialises in developing sophisticated investment portfolios and comprehensive wealth strategies for successful families, professionals and business owners.

As a Certified Financial Planner, he adheres to the highest standards of professional competence and ethical practice, taking a holistic approach that integrates investment strategy, tax efficiency and estate planning.

His status as an SMSF Specialist Advisor also provides deep technical expertise in self-managed superannuation structures, an important component of wealth planning for many of his clients.

Known for his disciplined and client-centric approach, Ben provides discreet, strategic advice tailored to each client's circumstances, objectives and long-term goals.

Qualifications

- Certified Financial Planner (CFP®) 

- SMSF Specialist Advisor (SSA®) 

- Bachelor of Business (Financial Planning)

- Graduate Diploma of Applied Finance and Investment