Financial Adviser
· BATHURST, NSW
Benjamin Stafford Whitwell
No disciplinary history on record with ASIC
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000264734
Benjamin Stafford Whitwell is a financial adviser based in Bathurst, New South Wales, with 26 years of experience in the financial services industry. Benjamin is currently authorised under Capella Advisory 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 Certified Financial Planner from Deakin University. Benjamin is a member of Financial Advice Association of Australia (FAAA).
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
2002
Diploma of Financial Planning
Deakin University
2004
Certified Financial Planner
Deakin University
2010
Margin Lending
Kaplan Professional Education
2014
ASX Listed Product Accreditation Course
LPAC Online
2020
Graduate Diploma Financial Services
Kaplan
Registration History
SECURITOR FINANCIAL GROUP PTY LIMITED
This adviser is also authorised to provide personal advice on managed discretionary accounts provided only on a regulated platform
Source: ASIC Financial Advisers Register