Ben Willard is the Chief Operating Officer at Certe, leveraging nearly 25 years of experience in the financial services industry. A Certified Financial Planner, his career includes senior leadership roles such as National Head of Financial Advice at Mercer, Head of Financial Planning for StatePlus, and leadership positions at Aware Super, consistently driving growth and innovation.
He was an author for the Future of Financial Advice reforms and a contributor to the Retirement Income Covenant.
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Experience
13 Years
Current Role
Chief Operating Officer
Job Level
Leadership
Location
Sydney, New South Wales, Australia
Personality Overview
How Ben shows up
Confident
Friendly Challenger
Impact-Oriented
They don’t mind taking a stand if they believe in something. They measure a product on its merit but can be influenced by strong testimonials. They usually prefer to drive the conversation.
Priorities
Topics Ben cares about
Private Wealth
As COO of Certe, he is the driving force behind the company's private wealth division, leading teams that guide clients from wealth protection to prosperity.
Financial Advice
His expertise is demonstrated through authoring reforms for the Future of Financial Advice and holding senior advice-focused roles at Mercer and Aware Super.
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Career
Work history
11-2024
Chief Operating Officer
Certe
6-2024 - 11-2024
Head of Private Clients
Certe
6-2022 - 7-2023
Director of Financial Advice
Mercer Australia
10-2019 - 5-2022
Head of Phone and Virtual Advice (Seconded to Retirement Product and Solutions)
Aware Super
11-2017 - 10-2019
Head Of Financial Planning
StatePlus
In the press
Media appearances
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Education
Exam passed
FASEA (Financial Adviser Standards and Ethics Authority)
Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.
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