Financial Adviser
· BALLARAT, VIC
Benjamen James Smith
No disciplinary history on record with ASIC
30
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000287525
Benjamen James Smith is a financial adviser based in Ballarat, Victoria, with 30 years of experience in the financial services industry. Benjamen is currently authorised under Professional Investment Services Pty Ltd. Benjamen 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 Diploma of Financial Planning from FPA. Benjamen 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2002
Diploma of Financial Planning
FPA
2010
Margin Lending
Kaplan
2018
SMSF
Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register