Financial Adviser
· NEWCASTLE, NSW
Benjamin Travers
No disciplinary history on record with ASIC
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000239501
Benjamin Travers is a financial adviser based in Newcastle, New South Wales, with 23 years of experience in the financial services industry. Benjamin is currently authorised under Prosperity Wealth Advisory Services Pty Ltd. 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 Certified Financial Planner CFP from Financial Planning Association of Australia. 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
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2002
Bachelor of Commerce (Accounting)
Macquarie University
2004
Diploma of Financial Planning
Deakin University
2012
Certified Financial Planner CFP
Financial Planning Association of Australia
2012
Diploma of Financial Services
Pinnacle Financial Services Academy
2019
Master of Financial Planning & Ethics and Professionalism in Financial Advice
Kaplan Professional
Registration History
WHITTAKER MACNAUGHT PTY. LTD.
GENESYS WEALTH ADVISERS PTY LIMITED
Source: ASIC Financial Advisers Register