Ben Oakley Neilson
Financial Adviser in Bundaberg West, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000440355
- Location
- Bundaberg West QLD 4670
- Licensee
- Infocus Securities Australia Pty Ltd (AFSL 236523)
- Authorised since
- 15 May 2018
- First provided advice
- 2012
- Qualifications
- Diploma of Financial Services (Financial Planning), Kaplan Professional (2012); Self Managed Superannuation Funds, Kaplan Professional (2016); Advanced Diploma of Financial Planning, Mentor Education (2018); Master of Financial Planning, KAPLAN Professional (2020); Master of Business Administration (Leadership), Central Queensland University (2021); Doctor of Professional Studies, University of Southern Queensland (2025)
- Memberships
- FChFP - Fellow Chartered Financial Practitioner
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- Securities excludes direct equities advice
- Tax (financial) advice
- Yes
- Register status
- Current
About Ben Oakley Neilson
On the Financial Advisers Register kept by ASIC, Ben Oakley Neilson appears as a current financial adviser in Bundaberg West, Queensland, adviser number 000440355.
Advice is given under the Australian financial services licence of Infocus Securities Australia Pty Ltd, licence number 236523. The current authorisation started on 15 May 2018.
According to the register, Ben first provided financial advice in 2012. The qualifications listed for Ben include Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2012), Self Managed Superannuation Funds (Kaplan Professional, 2016) and Advanced Diploma of Financial Planning (Mentor Education, 2018). Professional memberships recorded: FChFP – Fellow Chartered Financial Practitioner.
Ben is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Securities excludes direct equities advice.”
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Questions people ask
Is Ben Oakley Neilson a registered financial adviser?
Yes. Ben Oakley Neilson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000440355.
Which licensee does Ben Oakley Neilson work under?
Infocus Securities Australia Pty Ltd, Australian financial services licence 236523.
What can Ben Oakley Neilson give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts. It also records this restriction: "Securities excludes direct equities advice."