Financial Adviser
· MAROOCHYDORE, QLD
Benjamin James Mcneil
No disciplinary history on record with ASIC
MAROOCHYDORE,
QLD
2
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001299288
About Benjamin James Mcneil
Benjamin James Mcneil is a financial adviser based in Maroochydore, Queensland, with 2 years of experience in the financial services industry since 2024. Benjamin is currently authorised under Australian Mortgage And Financial Advisers, operating through Mbfg Fp. 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 Bachelor of Business from University of the Sunshine Coast.
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
2015
Bachelor of Business
University of the Sunshine Coast
2022
Graduate Diploma of Financial Planning
Kaplan
2023
SMSF Regulations and Taxation
Kaplan