Financial Adviser
· HOBART, TAS
Benjamin Richard Latham
No disciplinary history on record with ASIC
28
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000244986
Benjamin Richard Latham is a financial adviser based in Hobart, Tasmania, with 28 years of experience in the financial services industry. Benjamin is currently authorised under Professional Investment Services 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 Graduate Diploma of Financial Planning from Kaplan Higher Education. 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
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2004
Diploma of Financial Services (Financial Planning)
Tribeca Learning
2016
Tax for Financial Advising Course (DFP5v1)
Kaplan Professional
2017
Advanced Diploma of Financial Planning
Kaplan Professional
2023
Graduate Diploma of Financial Planning
Kaplan Higher Education
2024
Specialist SMSF Course
SuperConcepts & university of Adelaide
Registration History
Source: ASIC Financial Advisers Register