Financial Adviser · BUNDABERG WEST, QLD

Ben Oakley Neilson

14 Years experience

Tax advice
authorised

Currently at

Maroochydore, QLD

View firm profile

ASIC Registered · ADV 000440355

Ben Oakley Neilson is a financial adviser based in Bundaberg West, Queensland, with 14 years of experience in the financial services industry. Ben is currently authorised under Infocus Securities Australia Pty Ltd. Ben 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 Professional. Ben is a member of FChFP - Fellow Chartered Financial Practitioner.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: Securities excludes direct equities advice

Authorised to provide tax financial advice services

Qualifications and Training

2012

Diploma of Financial Services (Financial Planning)

Kaplan Professional

2016

Self Managed Superannuation Funds

Kaplan Professional

2018

Advanced Diploma of Financial Planning

Mentor Education

2020

Master of Financial Planning

KAPLAN Professional

2021

Master of Business Administration (Leadership)

Central Queensland University

2025

Doctor of Professional Studies

University of Southern Queensland

Registration History

Infocus Securities Australia Pty Ltd

May 2018 - Present Current

Securities excludes direct equities advice

Akumin Financial Planning Pty Limited

Jun 2013 - May 2018 Ceased

Authorised in MDA services, which is restricted to Limited Authority to Operate services.One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register