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SJ Butler Financial Service

4.8(5 reviews)See reviews ↓·Ballarat

About the company

SJ Butler Financial Service is a financial services organisation that has been growing for over 25 years. Shane Butler is the founder and principal adviser of SJ Butler Financial Planning, having started the practice over 20 years ago. Shane Butler is a Certified Financial Planner and an Accredited SMSF Specialist Adviser with 30 years of industry experience. Matt Austin joined SJ Butler in 2016, holds a double degree in Bachelor of Business/Bachelor of Sport Management from Federation University, a Graduate Diploma of Financial Planning, and a Diploma of Finance and Mortgage Broking Management, and is a qualified broker.

Angela Towers obtained a Bachelor of Commerce in 2006 and a Masters of Accounting (Professional Practice), is a current Fellow of the Institute of Public Accountants, became a partner in the accounting firm Wilson Towers alongside Bruce Wilson in 2007, is a registered Tax Agent, and is an ASIC registered Self-Managed Superannuation Fund Auditor. Shane Butler Financial Services Pty Ltd is an Authorised Representative of Consultum Financial Advisers Pty Ltd, an Australian Financial Services Licensee. SJ Butler provides taxation, financial planning, and mortgage solutions services.

What customers say

Based on genuine customer reviews

Consistent, approachable advice stands out across the feedback for this Ballarat financial service, where customers describe a professional and friendly experience from first contact through to follow-up. Ben is named repeatedly for his expertise, with reviewers noting that he takes calls whenever they come in, answers questions without hesitation and translates complex financial topics into plain language. The recurring theme is a combination of technical skill and genuine patience, with clients feeling comfortable raising even basic queries. Several customers highlight the quality of the guidance itself, describing it as sound and well suited to their circumstances, while others point to the warm and professional manner in which it is delivered.

The result is a service that feels both knowledgeable and personal, with communication continuing well beyond the initial meeting. Clients value being able to reach the same adviser directly and having their concerns addressed promptly and clearly, which builds confidence in the recommendations provided. The practice covers financial planning and advisory work for individuals and households, and the feedback suggests a steady, reliable approach that puts understanding before jargon. Ben remains the figure most often credited for making the process straightforward and reassuring.

Reviews

Reviews are taken from publicly available sources.

RF
Ramz Family14 June 2024

Ben is incredible at what he does. Takes my calls every time, always happy to answer my questions (even silly ones) and is great at making complicated topics so easy to understand. Thank you Ben.

S
Sunflower10 August 2021

Would recommend

N
Nicole16 July 2021

Great service and great advice

DT
Darren Taylor28 April 2021

Great friendly professional service

JW
jan wiggins19 November 2019

Financial advisers & planners in Ballarat compared

Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 12 businesses in this category in Ballarat are compared.

RankProviderRatingReviewsOpen Sat.
1Butler Chartered Accountants & Financial Planning★ 5,012No
2Woodward Nhill Financial Planning★ 5,04No
3Viridian Advisory Ballarat★ 5,03No
4MOR Financial Planners★ 5,02No
5Blue Financial Ballarat | Retirement Planning★ 4,956No
10SJ Butler Financial Service (this page)★ 4,85No
Contact
+61353319995sjbutler.com.au214 Mair St, Ballarat Central VIC 3350
Working hours
Monday09:00–17:30
Tuesday09:00–17:30
Wednesday09:00–17:30
Thursday09:00–17:30
Friday09:00–17:30
SaturdayClosed
SundayClosed