Financial Adviser
· MELBOURNE, VIC
Ben Mcgrath
No disciplinary history on record with ASIC
32
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001005333
Ben Mcgrath is a financial adviser based in Melbourne, Victoria, with 32 years of experience in the financial services industry since 1994. Ben is currently authorised under Jbwere. Ben holds authorisations to advise on superannuation, managed investments, securities and foreign exchange, as well as tax financial advice services (TFAS). Ben's qualifications include a Certified Financial Planner from Financial Planning Association of Australia. Ben is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Managed Investments
Securities
Foreign Exchange
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1993
Bachelor of Commerce
The University of Melbourne
1996
Graduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA)
Kaplan Higher Education Pty Limited
2003
Certified Financial Planner
Financial Planning Association of Australia
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited