Data sourced from ASIC Financial Advisers Register
Financial Adviser · CAMBERWELL, VIC

Benjamin Smithwick

13 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000434229

Benjamin Smithwick is a financial adviser based in Camberwell, Victoria, with 13 years of experience in the financial services industry. Benjamin is currently authorised under Akumin Financial Planning Pty Limited. 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 Bachelor of Business (Entrepreneurship) from Royal Melbourne Institute Of Technology.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2009
Bachelor of Business (Entrepreneurship)
Royal Melbourne Institute Of Technology
2012
Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2014
Advanced Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2014
Diploma of Finance and Mortgage Broking Management
Kaplan Higher Education Pty Limited
2017
Fellow Chartered Financial Practitioner (FChFP)
Association of Financial Advisers (AFA)
2021
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
2022
FPC001B Economic & Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Higher Education Pty Limited
2023
FPC007B Client Engagement Skills
Behavioural Finance - Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited
Feb 2013 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register