Financial Adviser
· BURLEIGH HEADS, QLD
Benjamin Robert James Anderson
No disciplinary history on record with ASIC
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000412893
Benjamin Robert James Anderson is a financial adviser based in Burleigh Heads, Queensland, with 15 years of experience in the financial services industry. Benjamin is currently authorised under Alpine Financial Advice 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 Diploma of Financial Services (Financial Planning) from Intellitrain. 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
Authorised to provide tax financial advice services
Qualifications and Training
2011
Diploma of Financial Services (Financial Planning)
Intellitrain
2012
Self Managed Superannuation Funds accreditation
SMSF Strategies
2017
DFP5v2 Tax for Financial Advising
Kaplan Professional
2017
TASACLv1 Commercial Law
Kaplan Professional
2021
FPC008 Investment Advice
Kaplan
Registration History
This authorised representative is only authorised to give class of product advice in relation to Securities.
MYPLANNER PROFESSIONAL SERVICES PTY LTD
Advice on superannuation excludes self managed superannuation funds
A.C.N. 140 520 225 PTY LTD
Authorised to provide personal financial product advice to retail clients on Managed Investment Schemes MDA Services
MY ADVISER PTY LTD
Source: ASIC Financial Advisers Register