Financial Adviser · WARRNAMBOOL, VIC

Benjamin Michael Rantall

WARRNAMBOOL, VIC

4 Years experience

Tax advice
authorised

ASIC Registered · ADV 001294409

Currently at

Charter Financial Planning Limited

Sydney, NSW (firm address)

View firm profile

About Benjamin Michael Rantall

Benjamin Michael Rantall is a financial adviser based in Warrnambool, Victoria, with 4 years of experience in the financial services industry since 2022. Benjamin is currently authorised under Charter Financial Planning Limited, operating through Charter Financial Planning. Benjamin holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Benjamin's 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