Financial Adviser · MELBOURNE, VIC

Ben Graham

19 Years experience

Tax advice
authorised

Currently at

Melbourne, VIC

View firm profile

ASIC Registered · ADV 000314510

Ben Graham is a financial adviser based in Melbourne, Victoria, with 19 years of experience in the financial services industry. Ben is currently authorised under H.e.s.t. Australia Ltd.. Ben holds authorisations to advise on superannuation, as well as tax financial advice services (TFAS). Their qualifications include a Graduate Diploma in Financial Planning from Securities Institute Australia. Ben is a member of Australian Institute of Superannuation Trustees (AIST), CFP - Certified Financial Planner (FPA) and Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation

Restrictions: Authorised to provide personal financial product advice to retail clients on: HESTA Products

Authorised to provide tax financial advice services

Qualifications and Training

2008

Graduate Diploma in Financial Planning

Securities Institute Australia

2020

Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

Registration History

H.e.s.t. Australia Ltd.

Mar 2018 - Present Current

Authorised to provide personal financial product advice to retail clients on: HESTA Products

Charter Financial Planning Limited

Nov 2016 - Feb 2018 Ceased

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

Akumin Financial Planning Pty Limited

Dec 2014 - Oct 2016 Ceased

MDA services are restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Caresuper Advice Pty Ltd

Aug 2012 - Dec 2014 Ceased

Source: ASIC Financial Advisers Register