Meet the team

Our advisers provide comprehensive, professional and personalised services to help you achieve financial freedom.

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Ben Levy

Authorised Representative of Consultum / Adv Dip FS (FP) / B Mus (Hons.)

Ben has been in the financial planning industry since 1986. He immigrated to Australia in December 2008 and has been a financial planner since then. He is an authorised representative, with a passion for providing advice in the areas of retirement planning, wealth creation and personal risk insurance solutions. Through a detailed analysis of current circumstances and future goals, Ben assists his clients in tailoring strategies for now and in the future. Ben brings a wealth of experience and a holistic approach.

Download: Ben's Adviser Profile
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Warren Kotkis

Authorised Representative of Consultum / Adv Dip FS (FP) / B. Sc / Dip Eng

Warren has been in the financial services industry since 2000. Warren believes that sound advice and planning is the key to improving your financial position. He offers tailored plans designed to meet your objectives. His focus is to help you achieve your financial goals. Warren undertakes continuous professional development and training programs to keep up to date with legislative changes to superannuation, investment, social security and tax environments.

Download: Warren's Adviser Profile