Financial Adviser
· BUNDALL, QLD
Benjamin James Greenwell
No disciplinary history on record with ASIC
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000407529
Benjamin James Greenwell is a financial adviser based in Bundall, Queensland, with 15 years of experience in the financial services industry. Benjamin is currently authorised under Ep Financial Services 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 Certified Financial Planner from Financial Planning Association. Benjamin is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
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
1999
Bachelor of Science
Manchester Metropolitan University
2008
Diploma Financial Services (Financial Planning)
PS146 Training Australia
2011
Certified Financial Planner
Financial Planning Association
2016
SMSF Association Specialist Adviser Accreditation
SMSF Association
Registration History
Source: ASIC Financial Advisers Register