Financial Adviser
· KINGSTON, ACT
Benjamin James Robertson
No disciplinary history on record with ASIC
1
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001312808
Benjamin James Robertson is a financial adviser based in Kingston, Australian Capital Territory, with 1 year of experience in the financial services industry. Benjamin is currently authorised under Financial Index Australia Pty Ltd. Benjamin holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Business (Accountancy) / Bachelor of Business (Financial Planning) from RMIT University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2023
Bachelor of Business (Accountancy) / Bachelor of Business (Financial Planning)
RMIT University
2023
Bachelor of Business (Accountancy)/Bachelor of Business (Financial Planning)
RMIT University
2025
Margin Lending Specialist
Kaplan Professional
2025
SuperConcepts Specialist SMSF Course
SuperConcepts
Registration History
Source: ASIC Financial Advisers Register