Financial Adviser · BUNDALL, QLD

Benjamin Grant Fagan

BUNDALL, QLD
12 Years experience
Tax advice
authorised
ASIC Registered · ADV 000300941
Licensee
Sydney, NSW (licence address on ASIC register)

About Benjamin Grant Fagan

Benjamin Grant Fagan is a financial adviser based in Bundall, Queensland, with 12 years of experience in the financial services industry since 2014. Benjamin works at Charter Financial Planning, which is licensed through Charter Financial Planning Limited. Benjamin holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Benjamin's qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited.

Authorised to Advise On

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

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2012
Diploma of Financial Services (Financial Planning)
Kaplan Higher Education Pty Limited
2013
Advanced Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2017
Margin Lending
Stockbrokers Association of Aust (formerly SDIA)
2024
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2026
FPE020 SMSF Regulation and Taxation
Kaplan Higher Education Pty Limited

Registration History

Sep 2025 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Aug 2024 - Sep 2025 Ceased
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Feb 2019 - Oct 2019 Ceased
Sep 2014 - Dec 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