Financial Adviser
· TOOWOOMBA, QLD
Benjamin Graham
No disciplinary history on record with ASIC
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001000590
Benjamin Graham is a financial adviser based in Toowoomba, Queensland, with 20 years of experience in the financial services industry. Benjamin is currently authorised under Graham Financial 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).
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
2004
Bachelor of Engineering (Electrical Engineering)
University of Queensland
2007
Graduate Diploma of Financial Planning
FINSIA
2007
Senior Associate
FINSIA
2009
Certified Financial Planner
Financial Planning Association
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
Registration History
GORDON GRAHAM FINANCIAL SERVICES PTY. LTD.
Source: ASIC Financial Advisers Register