Financial Adviser
· SYDNEY, NSW
Benjamin Malkki
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001273336
Benjamin Malkki is a financial adviser based in Sydney, New South Wales, with 8 years of experience in the financial services industry. Benjamin is currently authorised under Perpetual Trustee Company Limited. Benjamin holds authorisations to advise on superannuation, life insurance investments, managed investments and securities, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Commerce (Finance & Financial Planning) from University of Wollongong.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2017
Bachelor of Commerce (Finance & Financial Planning)
University of Wollongong
2023
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
Not authorised to provide SMSF advice.
FINANCIAL SERVICES PARTNERS PTY LIMITED
Government Debentures, Stocks or Bonds: Class of product only; Superannuation: Not authorised to provide SMSF advice.
Self Managed Superannuation Funds advice excluded
Source: ASIC Financial Advisers Register