Financial Adviser · APPLECROSS, WA

Benjamin Walker

20 Years experience

Tax advice
authorised

Currently at

Applecross, WA

View firm profile

ASIC Registered · ADV 000310392

Benjamin Walker is a financial adviser based in Applecross, Western Australia, with 20 years of experience in the financial services industry. Benjamin is currently authorised under Interwest Financial Services Pty Ltd. 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 Advanced Diploma of Financial Services (Financial Planning) from Mentor Education Pty Ltd. Benjamin is a member of CFP - Certified Financial Planner (FPA) and Financial Advice Association of Australia (FAAA).

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

Diploma of Financial Services (Financial Planning)

Kaplan Professional

2008

Certificate IV Financial Services (Finance/Mortgage Broking)

Kaplan Professional

2009

Advanced Diploma of Financial Services (Financial Planning)

Mentor Education Pty Ltd

Registration History

Interwest Financial Services Pty Ltd

Mar 2021 - Present Current

Akumin Financial Planning Pty Limited

Feb 2007 - Mar 2021 Ceased

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