Ben Willard in

Ben Willard

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Chief Operating Officer at Certe
📍 Sydney, New South Wales, Australia

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

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Communication Style
Decision Approach
Work Preference

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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)
2002 - 2005
Certified Financial Planner
Deakin University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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