Financial Adviser
· FORTITUDE VALLEY, QLD
Benjamin Buchanan
No disciplinary history on record with ASIC
14
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001002342
Benjamin Buchanan is a financial adviser based in Fortitude Valley, Queensland, with 14 years of experience in the financial services industry. Benjamin is currently authorised under Alliance Wealth 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 Bachelor of Accountancy from University of Dundee (Scotland). 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
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2011
Bachelor of Accountancy
University of Dundee (Scotland)
2012
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2013
Self Managed Superannuation Funds Course
Kaplan Professional
2014
Advanced Diploma of Financial Planning
Kaplan Professional
2022
Tax for Financial Advising Course
Kaplan Professional
2023
Ethics and Professionalism in Financial Advice Course (FPC002B)
Ethics - Kaplan Higher Education
2025
Commercial Law Course
Kaplan Professional
Registration History
ANNE STREET PARTNERS FINANCIAL SERVICES PTY LTD
Miscellaneous financial investment products restricted to instalment warrants issued in respect of interests in direct real property.
Source: ASIC Financial Advisers Register