Data sourced from ASIC Financial Advisers Register
Financial Adviser · COFFS HARBOUR, NSW

Ben Warren

19 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000312402

Ben Warren is a financial adviser based in Coffs Harbour, New South Wales, with 19 years of experience in the financial services industry. Ben is currently authorised under Akumin Financial Planning Pty Limited. Ben 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 Commerce from University of New England.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2007
Bachelor of Commerce
University of New England
2007
Bachelor of Law
University of New England
2007
Diploma of Financial Services (Financial Planning)
Tribeca
2010
Margin Lending and Geared Investments
Kaplan Higher Education Pty Limited
2011
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Higher Education Pty Limited
2014
Certificate IV in Finance and Mortgage Broking
Finance & Related Services Training Academy (FARSTA)
2015
Self Managed Superannuation Funds
Kaplan Higher Education Pty Limited
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited
Apr 2007 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register