Financial Adviser
· MOUNT GAMBIER, SA
Ben Newman
No disciplinary history on record with ASIC
29
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003070
Ben Newman is a financial adviser based in Mount Gambier, South Australia, with 29 years of experience in the financial services industry. Ben is currently authorised under Shadforth Financial Group Limited. Ben 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 Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Ltd. Ben 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
2003
Diploma of Financial Planning
Financial Planning Association of Australia Ltd
2010
DPML Margin Lending
Pinnacle Financial Services Academy Pty Ltd
2021
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Ltd