Benjamen James Smith
Financial Adviser in Ballarat, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000287525
- Location
- Ballarat VIC 3350
- Licensee
- Professional Investment Services Pty Ltd (AFSL 234951)
- Authorised since
- 21 April 2005
- First provided advice
- 1996
- Qualifications
- Diploma of Financial Planning, FPA (2002); Margin Lending, Kaplan (2010); SMSF, Kaplan Professional (2018)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Benjamen James Smith
On the Financial Advisers Register kept by ASIC, Benjamen James Smith appears as a current financial adviser in Ballarat, Victoria, adviser number 000287525.
The licensee Benjamen advises under is Professional Investment Services Pty Ltd (AFS licence 234951). The current authorisation started on 21 April 2005.
The register records 1996 as the year Benjamen first provided financial advice. Qualifications and training on file include Diploma of Financial Planning (FPA, 2002), Margin Lending (Kaplan, 2010) and SMSF (Kaplan Professional, 2018). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Benjamen James Smith a registered financial adviser?
Yes. Benjamen James Smith is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000287525.
Which licensee does Benjamen James Smith work under?
Professional Investment Services Pty Ltd, Australian financial services licence 234951.
What can Benjamen James Smith give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.