Financial Adviser
· ROSE PARK, SA
Ben Woolvett
No disciplinary history on record with ASIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000311674
Ben Woolvett is a financial adviser based in Rose Park, South Australia, with 22 years of experience in the financial services industry. Ben is currently authorised under Sgn Financial Pty Ltd. 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 Bachelor of Economics from Adelaide University. 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
2002
Bachelor of Economics
Adelaide University
2006
Advanced Diploma of Financial Services
Tribeca Learning
2006
Diploma of Financial Services (Financial Planning)
Tribeca Learning
2010
Margin Lending and Geared Investments
Kaplan Professional
2014
Self Managed Superannuation Funds
Kaplan Professional Education
Registration History
ASTUTE WEALTH PLANNING (SA) PTY LTD
MAGNITUDE GROUP PTY LTD
Source: ASIC Financial Advisers Register