Financial Adviser
· MELBOURNE, VIC
Benjamin Ross
No disciplinary history on record with ASIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001237283
Benjamin Ross is a financial adviser based in Melbourne, Victoria, with 11 years of experience in the financial services industry. Benjamin is currently authorised under Shadforth Financial Group Limited. Benjamin holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a 5 unit CFP Certification Program from Financial Planning Association of Australia Limited. 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
2015
Bachelor of Commerce (Finance & Financial Planning)
Deakin University
2017
Self Managed superannuation Funds
Kaplan Education Pty Ltd
2018
5 unit CFP Certification Program
Financial Planning Association of Australia Limited
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
Registration History
Source: ASIC Financial Advisers Register