Financial Adviser
· WEST PERTH, WA
Ben Matthew Osborne
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001260944
Ben Matthew Osborne is a financial adviser based in West Perth, Western Australia, with 8 years of experience in the financial services industry. Ben is currently authorised under Capital Partners Consulting Pty Ltd. Ben 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 Bachelors of Commerce from Murdoch University. Ben is a member of Chartered Financial Analyst Institute (CFA Institute) 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
Authorised to provide tax financial advice services
Qualifications and Training
2013
Bachelors of Commerce
Murdoch University
2023
CFA
CFA Institute
2025
Client Engagement Skills
Behavioural Finance - Kaplan
2025
Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan
2025
Ethics and Professionalism in Financial Advice
Ethics - Kaplan