Ben Woolvett
Financial Adviser in Rose Park, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000311674
- Location
- Rose Park SA 5067
- Licensee
- SGN Financial Pty Ltd (AFSL 490523)
- Authorised since
- 28 February 2023
- First provided advice
- 2004
- Qualifications
- Bachelor of Economics, Adelaide University (2002); Advanced Diploma of Financial Services, Tribeca Learning (2006); Diploma of Financial Services (Financial Planning), Tribeca Learning (2006); Margin Lending and Geared Investments, Kaplan Professional (2010); Self Managed Superannuation Funds, Kaplan Professional Education (2014)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Ben Woolvett
Ben Woolvett is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Rose Park, South Australia (adviser number 000311674).
Ben provides advice as an authorised representative of SGN Financial Pty Ltd, which holds Australian financial services licence 490523. The current authorisation started on 28 February 2023.
According to the register, Ben first provided financial advice in 2004. The qualifications listed for Ben include Bachelor of Economics (Adelaide University, 2002), Advanced Diploma of Financial Services (Tribeca Learning, 2006) and Diploma of Financial Services (Financial Planning) (Tribeca Learning, 2006). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Ben is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Ben Woolvett a registered financial adviser?
Yes. Ben Woolvett is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000311674.
Which licensee does Ben Woolvett work under?
SGN Financial Pty Ltd, Australian financial services licence 490523.
What can Ben Woolvett 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; standard margin lending.