Benjamin Allen
Financial Adviser in Orange, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001002278
- Location
- Orange NSW 2800
- Licensee
- Brightpath Financial Planning Pty Ltd (AFSL 534041)
- Authorised since
- 10 January 2022
- First provided advice
- 2008
- Qualifications
- Bachelor of Business (Finance & Business Management), Charles Sturt University (2001); Diploma of Financial Services (Financial Planning), Tribeca (2007); Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2011); Certified Financial Planner, Financial Planning Association (FPA) (2015); FPC002B Ethicis and Professionalism in Financial Advice, Kaplan Higher Education Pty Ltd (2019); Ethics and Professionalism in Financial Advice, Kaplan Professional (2020)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Benjamin Allen
Benjamin Allen is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Orange, New South Wales (adviser number 001002278).
Benjamin provides advice as an authorised representative of Brightpath Financial Planning Pty Ltd, which holds Australian financial services licence 534041. That authorisation dates from 10 January 2022.
According to the register, Benjamin first provided financial advice in 2008. The qualifications listed for Benjamin include Bachelor of Business (Finance & Business Management) (Charles Sturt University, 2001), Diploma of Financial Services (Financial Planning) (Tribeca, 2007) and Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2011). Benjamin is recorded as a member of Financial Advice Association of Australia (FAAA).
Benjamin is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Benjamin Allen a registered financial adviser?
Yes. Benjamin Allen is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001002278.
Which licensee does Benjamin Allen work under?
Brightpath Financial Planning Pty Ltd, Australian financial services licence 534041.
What can Benjamin Allen 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.