Financial Adviser
· MELBOURNE, VIC
Benjamin Jeffs
No disciplinary history on record with ASIC
17
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001005334
Benjamin Jeffs is a financial adviser based in Melbourne, Victoria, with 17 years of experience in the financial services industry since 2009. Benjamin is currently authorised under Jbwere Ltd. Benjamin holds authorisations to advise on superannuation, managed investments, securities and derivatives, as well as tax financial advice services (TFAS). Benjamin's qualifications include a Bachelor of Business from LaTrobe University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Managed Investments
Securities
Derivatives
Foreign Exchange
Deposit Products
Government Bonds
Margin Lending
Restrictions: Superannuation - Can only advise on a person's existing holding in a superannuation product
Authorised to provide tax financial advice services
Qualifications and Training
2001
Bachelor of Business
LaTrobe University
2006
Graduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA)
Kaplan Higher Education Pty Limited
2014
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2016
Professional Diploma in Stockbroking
Stockbrokers Association of Australia
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
Registration History
Superannuation - Can only advise on a person's existing holding in a superannuation product
Source: ASIC Financial Advisers Register