Financial Adviser
· SYDNEY, NSW
Ben Parnell
No disciplinary history on record with ASIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001245113
Ben Parnell is a financial adviser based in Sydney, New South Wales, with 10 years of experience in the financial services industry. Ben is currently authorised under Fortnum Advice 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 Arts (Business Economics). 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
Deposit Products
Government Bonds
Restrictions: Not SMSF
Authorised to provide tax financial advice services
Qualifications and Training
2007
Bachelor of Arts (Business Economics)
2015
Diploma of Financial Planning
Kaplan Professional
2015
Securities and Managed Investments
Kaplan Professional
2018
Advanced Diploma of Financial Planning
Kaplan Professional
2021
FPC002B
Bridging Course - Ethics - Kaplan Higher Education
2022
FPC007B-Client Engagement Skills
Behavioural Finance - Kaplan Higher Education
2023
FPC001B
Bridging Course - Regulation & Legal Obligations - Kaplan Higher Education
Registration History
Not SMSF
Not SMSF
Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending
Source: ASIC Financial Advisers Register