Financial Adviser
· CHARLESTOWN, NSW
Adam Bennett
No disciplinary history on record with ASIC
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000364366
Adam Bennett is a financial adviser based in Charlestown, New South Wales, with 16 years of experience in the financial services industry. Adam is currently authorised under Oracle Advisory Group Pty. Ltd.. Adam 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 Graduate Diploma Financial Planning from Kaplan Professional. Adam is a member of AFP - Financial Planner (FPA).
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
2010
Diploma of Financial Services (financial planning)
Kaplan Professional
2010
Matgin Lending and Geared Investments
Kaplan Professional
2011
Self Managed Superannuation Funds
Kaplan Professional
2016
Advanced Diploma of Financial Planning
Kaplan
2025
Graduate Diploma Financial Planning
Kaplan Professional
Registration History
MYPLANNER PROFESSIONAL SERVICES PTY LTD
A.C.N. 140 520 225 PTY LTD
AIW DEALER SERVICES PTY LTD
MDA services are restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
PRIMEPLAN SECURITIES PTY LTD
W B FINANCIAL MANAGEMENT PTY LTD
Source: ASIC Financial Advisers Register