Ben Nash

Co Founder | Non Executive Director at XY Adviser

Ben Nash has worked in the financial industry since 2009, beginning their career as a Financial Adviser & Analyst at Dixon Advisory. In 2012, they joined Successful Ways as a Financial Advisor to help young professionals reach their financial and lifestyle targets. In 2014, Ben co-founded XY Adviser, a training company that helps Australian Financial Advisers enhance their Advice and client service offering. In 2015, they founded Pivot Wealth, where they serve as a Financial Adviser, helping people take control of their money and achieve financial success. In 2018, Ben became an Author, publishing the Amazon Bestseller "Get Unstuck: Your guide to creating a life not limited by money". Ben also began contributing as a Personal Finance Expert for the Seven Network and news.com.au. In 2020, Ben founded and began hosting the "How to be Successful with Money Podcast", where they provide practical tips, hacks and strategies to help people make smart money moves.

Ben Nash completed a Master of Business Law (MBL) from the University of Sydney in 2014, with a focus on Tax Law/Taxation/Business Law. Ben also holds a Master of Applied Finance (M.App.Fin) from Kaplan Professional, a Bachelor of Commerce (B.Com) from the University of Sydney in Finance & Economics, and a Fellow Chartered Financial Practitioner from FINSIA. In 2014, they obtained an ASX Accredited Listed Product Adviser certification from ASX, and in 2012, they obtained a Self Managed Superannuation Fund Specialist (SMSF) certification from ASIC.

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Timeline

  • Co Founder | Non Executive Director

    January, 2014 - present