Financial Adviser · WINDAROO, QLD

Benjamin Adrian Trim

22 Years experience

Tax advice
authorised

Currently at

Cronulla, NSW

View firm profile

ASIC Registered · ADV 000426265

Benjamin Adrian Trim is a financial adviser based in Windaroo, Queensland, with 22 years of experience in the financial services industry. Benjamin is currently authorised under Lionsgate Financial Group 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 Fin Planning from Griffith University. 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

1997

Bachelor Of Commerce

Griffith University

2003

Master of Fin Planning

Griffith University

Registration History

Lionsgate Financial Group Pty. Ltd.

Nov 2014 - Present Current

NEXTGEN FINANCIAL GROUP PTY LTD

Aug 2012 - Nov 2014 Ceased

NEXTGEN FINANCIAL GROUP PTY LTD

Apr 2009 - Aug 2012 Ceased

STRATEGIC JOINT PARTNERS PTY. LTD.

Mar 2004 - Apr 2009 Ceased

Source: ASIC Financial Advisers Register