Financial Adviser · WARRNAMBOOL, VIC

Benjamin Michael Rantall

4 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 001294409

Benjamin Michael Rantall is a financial adviser based in Warrnambool, Victoria, with 4 years of experience in the financial services industry. Benjamin is currently authorised under Charter Financial Planning 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 Bachelor of Commerce (Accounting and Financial Planning) from Deakin University.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2021

Bachelor of Commerce (Accounting and Financial Planning)

Deakin University

2023

FPE020 SMSF Regulation and Taxation

Kaplan Higher Education Pty Limited

Registration History

Charter Financial Planning Limited

Dec 2021 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register