Financial Adviser
· CLEVELAND, QLD
Benjamin John Watts
No disciplinary history on record with ASIC
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000373449
Benjamin John Watts is a financial adviser based in Cleveland, Queensland, with 16 years of experience in the financial services industry. Benjamin is currently authorised under Infocus Securities Australia 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 Graduate Diploma of Financial Planning from Kaplan Professional.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Restrictions: Securities excludes direct equities advice
Authorised to provide tax financial advice services
Qualifications and Training
2012
Principles in Self Managed Superannuation Funds
International Institute of Technology
2021
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2022
FPC001B Economic & Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Professional
2022
FPC007B Client Engagement Skills
Behavioural Finance - Kaplan Professional
2022
Graduate Diploma of Financial Planning
Kaplan Professional
Registration History
Securities excludes direct equities advice
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