Financial Adviser
· KEW, VIC
Benjamin James O'neill
No disciplinary history on record with ASIC
KEW,
VIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000469328
About Benjamin James O'neill
Benjamin James O'neill is a financial adviser based in Kew, Victoria, with 18 years of experience in the financial services industry since 2008. Benjamin is currently authorised under Hnw 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 CFP Certification from Financial Planning Association of Australia. 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
2006
Bachelor of Business (Economics & Finance)
RMIT University
2012
CFP Certification
Financial Planning Association of Australia
2025
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register