Financial Adviser
· MIRANDA, NSW
Benjamin Graham
No disciplinary history on record with ASIC
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000224388
Benjamin Graham is a financial adviser based in Miranda, New South Wales, with 25 years of experience in the financial services industry since 2001. Benjamin is currently authorised under Blue Summit Financial Solutions. Benjamin holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Benjamin's qualifications include a Bachelor of Commerce from Wollongong University.
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
1997
Bachelor of Commerce
Wollongong University
2003
Advanced Diploma of Financial Services (Financial Planning)
Integratec
2021
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
Registration History
Source: ASIC Financial Advisers Register