Financial Adviser
· WESTMINSTER, WA
Benjamin Marshall Loveland
No disciplinary history on record with ASIC
17
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000328433
Benjamin Marshall Loveland is a financial adviser based in Westminster, Western Australia, with 17 years of experience in the financial services industry. Benjamin is currently authorised under Wealth Psychology 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 Bachelor of Commerce (Accounting & Information Systems) from Curtin University. Benjamin is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2005
Certificate III in Business
AMA
2009
Diploma of Financial Services (Financial Planning)
Kaplan
2012
Diploma of Financial Services (Finance/Mortgage Broking Management)
Intellitrain
2015
Bachelor of Commerce (Accounting & Information Systems)
Curtin University
2025
Graduate Diploma of Financial Planning
Kaplan
Registration History
Source: ASIC Financial Advisers Register