Financial Adviser
· SYDNEY, NSW
Benjamin James Donald
No disciplinary history on record with ASIC
17
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000337481
Benjamin James Donald is a financial adviser based in Sydney, New South Wales, with 17 years of experience in the financial services industry. Benjamin is currently authorised under Personal Financial Services 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 Master of Financial Planning from Kaplan Higher Education Pty Limited. 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
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2007
Bachelor of Business (Banking and Finance)
Queensland Univeristy of Technology
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2017
FPE016
Other - Kaplan Higher Education Pty Limited
2017
Master of Financial Planning
Kaplan Higher Education Pty Limited
2022
FPC002B
Bridging Course - Ethics - Kaplan Higher Education
Registration History
Government Debentures, Stocks or Bonds: class of product only. Securities: class of product only. Not Authorised to provide SMSF advice.
APOGEE FINANCIAL PLANNING PTY LTD
Source: ASIC Financial Advisers Register