Financial Adviser
· MELBOURNE, VIC
Rohan Benstead
No disciplinary history on record with ASIC
14
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001001580
Rohan Benstead is a financial adviser based in Melbourne, Victoria, with 14 years of experience in the financial services industry. Rohan is currently authorised under Capstone Financial Planning Pty Ltd. Rohan 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 CFP from Financial Planning Association of Australia. Rohan is a member of Financial Advice Association of Australia (FAAA) and Tax Practitioners Board.
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
2006
Bachelor of Commerce
Deakin University
2010
Graduate Diploma of Financial Planning
Kaplan Professional
2010
Master of Applied Finance
Kaplan Professional
2011
Margin Lending and Geared Investments
Kaplan
2013
CFP
Financial Planning Association of Australia
2013
Self Managed Superannuation Funds
Kaplan Professional Education
2025
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional