Financial Adviser
· WOLLONGONG, NSW
Benjamin Ross Smith
No disciplinary history on record with ASIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000262312
Benjamin Ross Smith is a financial adviser based in Wollongong, New South Wales, with 22 years of experience in the financial services industry. Benjamin is currently authorised under Consultum Financial Advisers 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 Bachelor of Commerce (Economics and Finance) from University of Sydney. 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
2000
Bachelor of Commerce (Economics and Finance)
University of Sydney
2004
Diploma of Financial Planning (DFP 1-8)
Financial Planning Association (FPA)
Registration History
GWM ADVISER SERVICES PTY LTD
GWM ADVISER SERVICES PTY LTD
Source: ASIC Financial Advisers Register