Financial Adviser
· SYDNEY, NSW
William Benjamin Raffle
No disciplinary history on record with ASIC
SYDNEY,
NSW
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001007415
About William Benjamin Raffle
William Benjamin Raffle is a financial adviser based in Sydney, New South Wales, with 25 years of experience in the financial services industry since 2001. William is currently authorised under Bennelong Private Wealth. William holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). William's qualifications include a Masters of Taxation from University of Sydney. William is a member of CPA Australia (CPA) and Chartered Accountants Australia and New Zealand (CA ANZ).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1985
Bachelor of Commerce
University of Sydney
1995
Masters of Taxation
University of Sydney
2005
Diploma in Financial Planning 1-8
Financial Planning Association
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional