Financial Adviser · ADELAIDE, SA

Benjamin John Newbold

ADELAIDE, SA

25 Years experience

Tax advice
authorised

ASIC Registered · ADV 000327214

Licensee

Count Financial Limited

Sydney, NSW (licence address on ASIC register)

View licensee

About Benjamin John Newbold

Benjamin John Newbold is a financial adviser based in Adelaide, South Australia, with 25 years of experience in the financial services industry since 2001. Benjamin works at Count Financial, which is licensed through 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). Benjamin's 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

Count Financial Limited

May 2021 - Present Current

MERITUM FINANCIAL GROUP PTY LTD

Oct 2016 - May 2021 Ceased

Charter Financial Planning Limited

Mar 2015 - Oct 2016 Ceased

GENESYS WEALTH ADVISERS PTY LIMITED

Jun 2008 - Mar 2015 Ceased

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