Financial Adviser
· SYDNEY, NSW
Benjamin Gilbert Graham
No disciplinary history on record with ASIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000342162
Benjamin Gilbert Graham is a financial adviser based in Sydney, New South Wales, with 19 years of experience in the financial services industry. Benjamin is currently authorised under Alteris Financial Group 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 from Financial Planning Association. 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 Engineering (Honours)
University of Leeds
2008
Graduate Diploma of Financial Planning
FINSIA
2009
Certified Financial Planner
Financial Planning Association
Registration History
PICCADILLY FINANCIAL SERVICES PTY LTD
FIRST STATE SUPER FINANCIAL SERVICES PTY LTD
Source: ASIC Financial Advisers Register