Financial Adviser
· ADELAIDE, SA
Benjamin John Newbold
No disciplinary history on record with ASIC
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000327214
Benjamin John Newbold is a financial adviser based in Adelaide, South Australia, with 25 years of experience in the financial services industry. Benjamin is currently authorised under Count Financial Limited. 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 Banking and International Finance from The Flinders University of South Australia. 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
2000
Bachelor of Banking and International Finance
The Flinders University of South Australia
2005
8 Unit Diploma of Financial Planning
Financial Planning Association of Australia (FPA)
2012
ASX Accredited Listed Products Adviser (ALPA) Program
Kaplan Higher Education
2014
Cavendish & ICFS Specialist SMSF Course
The University of Adelaide
Registration History
MERITUM FINANCIAL GROUP PTY LTD
GENESYS WEALTH ADVISERS PTY LIMITED
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register