Financial Adviser · WESTCOURT, QLD

Benjamin Filip

9 Years experience
Tax advice
authorised
ASIC Registered · ADV 001259239

Benjamin Filip is a financial adviser based in Westcourt, Queensland, with 9 years of experience in the financial services industry. Benjamin is currently authorised under Consultum Financial Advisers 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 Master of Financial Planning from Kaplan Higher Education Pty Limited. 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

2015
Diploma Financial Planning
Kaplan Professional Education
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2022
Master of Financial Planning
Kaplan Higher Education Pty Limited

Registration History

Jun 2021 - Present Current
MERITUM FINANCIAL GROUP PTY LTD
Oct 2017 - May 2021 Ceased

Source: ASIC Financial Advisers Register