Financial Adviser · BAULKHAM HILLS, NSW

Benjamin James Armstrong Vinson

27 Years experience

Tax advice
authorised

Currently at

Northhaven Financial Management Pty Limited

Baulkham Hills, NSW

View firm profile

ASIC Registered · ADV 000270326

Benjamin James Armstrong Vinson is a financial adviser based in Baulkham Hills, New South Wales, with 27 years of experience in the financial services industry. Benjamin is currently authorised under Northhaven Financial Management Pty Limited. 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 Master of Financial Planning from University of the Sunshine Coast. 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 Deposit Products Government Bonds

Restrictions: Authorised to provide personal financial product advice to retail clients on MDA Services

Authorised to provide tax financial advice services

Qualifications and Training

2003

Diploma of Financial PLanning

Deakin University

2005

Bachelor of Business

RMIT

2006

Master of Financial Planning

University of the Sunshine Coast

2021

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education

Registration History

Northhaven Financial Management Pty Limited

Mar 2004 - Present Current

Authorised to provide personal financial product advice to retail clients on MDA Services

Source: ASIC Financial Advisers Register