Financial Adviser
· WHEELERS HILL, VIC
Benjamin Lindsay
No disciplinary history on record with ASIC
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000464388
Benjamin Lindsay is a financial adviser based in Wheelers Hill, Victoria, with 12 years of experience in the financial services industry. Benjamin is currently authorised under Investors Direct Financial Planning Pty Ltd. Benjamin holds authorisations to advise on superannuation, life insurance, managed investments and securities, as well as tax financial advice services (TFAS). Their qualifications include a Graduate Diploma of Financial Planning from Kaplan Professional.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2013
Diploma of Financial Planning
Investment Banking Institute
2014
Self Managed Superannuation Funds
Mentor Education
2025
Graduate Diploma of Financial Planning
Kaplan Professional
Registration History
FINANCIAL SERVICES PARTNERS PTY LIMITED
Government Debentures, Stocks or Bonds: class of product only, Securities: class of product only, Superannuation: not authorised to provide SMSF advice.
FINANCIAL SERVICES PARTNERS PTY LIMITED
Permitted: - Managed Investment Schemes, excluding IDPS - IDPS only Not permitted: - SMSF
Source: ASIC Financial Advisers Register