Financial Adviser · GREENWICH, NSW

Ben Lester

13 Years experience
Tax advice
authorised
ASIC Registered · ADV 000439858

Ben Lester is a financial adviser based in Greenwich, New South Wales, with 13 years of experience in the financial services industry. Ben is currently authorised under Libertas Wealth Consulting Pty Ltd. 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 Management from University of Technology, Sydney. Ben 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

2006
Bachelor of Management
University of Technology, Sydney
2012
Diploma of Financial Planning
Kaplan Professional
2014
SMSF Core Technical Accreditation
FirstTech
2016
Aged Care Technical Accreditation
FirstTech
2018
Advanced Diploma of Financial Planning
International Institute of Technology
2025
Client Engagement Skills
Kaplan
2025
Economic and Legal Context for Financial Planning
Kaplan
2025
Estate and Succession Planning
Kaplan
2025
Ethics and Professionalism in Financial Advice
Kaplan
2025
Graduate Diploma of Financial Planning
Kaplan
2025
Insurance Advice
Kaplan
2025
Investment Advice
Kaplan
2025
Superannuation and Retirement Advice
Kaplan
2025
Taxation for Financial Planning
Kaplan

Registration History

Nov 2017 - Present Current
May 2013 - Nov 2017 Ceased

Source: ASIC Financial Advisers Register