Financial Adviser
· GEELONG WEST, VIC
Benjamin Luke Mclennan
No disciplinary history on record with ASIC
GEELONG WEST,
VIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000324755
About Benjamin Luke Mclennan
Benjamin Luke Mclennan is a financial adviser based in Geelong West, Victoria, with 18 years of experience in the financial services industry since 2008. Benjamin is currently authorised under Lifespan Financial Planning. Benjamin holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Benjamin's qualifications include a Bachelor of Business from Monash University. 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
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1998
Bachelor of Business
Monash University
2010
Margin Lending and Geared Investments
Kaplan
2010
Self Managed Superannuation Funds
Kaplan
2022
Graduate Diploma of Financial Planning
Kaplan Professional
Registration History
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