Meet The Team
The people behind Primary Wealth Management

Our team is committed to delivering thoughtful, professional advice and building long-term relationships with the individuals and families we support.

At Primary Wealth Management, advice is delivered by a team of experienced advisers and dedicated support professionals.

While financial strategies and investment frameworks matter, the quality of advice ultimately comes down to the people providing it.

Benjamin Stagg

Financial Adviser

Ben embodies the next generation of financial planners, bringing a strong foundation of knowledge and a modern, client-focused approach to advice.

Ben’s diverse professional background spans Media and Communications, Ecommerce, and Paraplanning. These experiences have sharpened his communication, strategic thinking, and problem-solving skills – critical assets when tailoring advice for clients navigating today’s complex financial landscape.

Ben thrives on helping individuals and families optimise cash flow, manage tax effectively, and implement personalised strategies to achieve their financial goals. His thoughtful, diligent approach and unwavering commitment to client success, make him a valued member of the Primary Wealth Management Advisory Team.

Rhiannon Mason

Operations Manager

Rhiannon is an invaluable team member, a proactive professional recognised for leading key platform development initiatives that have strengthened internal processes and improving team efficiency. She brings a strong blend of practical experience, adaptability, and a natural talent for communication, drawing on continuous learning and hands‑on problem‑solving to support both colleagues and clients. Although her formal qualifications sit outside the traditional pathway for her role, Rhiannon’s commitment to growth, attention to detail, and ability to drive positive change are consistently demonstrated. Outside of work, she enjoys paddle boarding, water sports, and painting.

Jacob Bates

Client Services Officer

Jacob is a keen-eyed worker who excels in his attention to detail, bringing a positive attitude and a solid work ethic to the Primary Wealth Management team. With proficiencies in administrative tasks, he can ensure any work completed is of an exceptional quality. His kind hearted nature makes him easy to approach and provides a sense of security to our clients. With experience in financial planning and accounting positions, he has developed a wide range of skills with programs and tools to support the advisers in delivering the best possible service.

Team Support

Behind every adviser is a broader support team responsible for client service, administration, and operational support.

Together, the Primary Wealth team works to ensure clients receive consistent, professional advice and a smooth ongoing experience.

Start a Conversation?

Choosing a financial adviser is ultimately about trust and finding the right fit.

If you’d like to learn more about how the Primary Wealth team can support your financial goals, we welcome the opportunity to speak with you.

Book a confidential consultation to get started.

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1300 430 837

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Primary Wealth Management Pty Ltd (ABN 71 694 757 885) is a Corporate Authorised Representative (Representative No. 001319586) of Guidance Advisers Pty Ltd (ABN 65 653 468 832, AFSL 540341).
Any financial product advice provided on this website is general advice only, meaning it has been prepared without taking into account your personal objectives, financial situation, or needs. Before acting on any advice on this website, you should consider the appropriateness of the advice, having regard to your own objectives, financial situation, and needs. If the advice relates to the acquisition, or possible acquisition, of a particular financial product, you should obtain a copy of, and consider, the Product Disclosure Statement (PDS) for that product before making any decision

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Meet The Team The people behind Primary Wealth Management