Financial Adviser · MELBOURNE, VIC

Benjamin Thompson

21 Years experience
Tax advice
authorised
ASIC Registered · ADV 001002008

Benjamin Thompson is a financial adviser based in Melbourne, Victoria, with 21 years of experience in the financial services industry. Benjamin is currently authorised under H.e.s.t. Australia Ltd.. Benjamin holds authorisations to advise on superannuation, as well as tax financial advice services (TFAS). Their qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited. Benjamin is a member of Association of Superannuation Funds Australia (ASFA), Australian Institute of Superannuation Trustees (AIST) and Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation

Restrictions: Limited to providing financial advice limited to HESTA products

Authorised to provide tax financial advice services

Qualifications and Training

2008
Advanced Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2008
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Higher Education Pty Limited
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
2020
Client Engagement Skills
Behavioural Finance - Kaplan Higher Education Pty Limited
2020
Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Higher Education Pty Limited
2021
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2025
Tax for Financial Advising
Kaplan Higher Education Pty Limited

Registration History

May 2021 - Present Current
Limited to providing financial advice limited to HESTA products
VICSUPER PTY LTD
Feb 2005 - Jun 2020 Ceased
VicSuper representatives are limited to providing financial product advice on VicSuper products; ESSSuper - Revised, New, SERB and Transport Schemes; providing advice on whether a member should consolidate or roll over their superannuation holdings into VicSuper (excluding personal advice on self-managed superannuation funds); and general superannuation matters.

Source: ASIC Financial Advisers Register