Benjamin Beveridge
Financial Adviser in Doncaster East, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001253630
- Location
- Doncaster East VIC 3109
- Licensee
- Consultum Financial Advisers Pty Ltd (AFSL 230323)
- Authorised since
- 1 June 2021
- First provided advice
- 2017
- Qualifications
- Diploma of Financial Planning, Kaplan Professional Education (2011); Advanced Diploma of Financial Planning, Kaplan Professional Education (2016); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2018); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (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, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Benjamin Beveridge
Benjamin Beveridge is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Doncaster East, Victoria (adviser number 001253630).
The licensee Benjamin advises under is Consultum Financial Advisers Pty Ltd (AFS licence 230323). That authorisation dates from 1 June 2021.
According to the register, Benjamin first provided financial advice in 2017. Qualifications and training on file include Diploma of Financial Planning (Kaplan Professional Education, 2011), Advanced Diploma of Financial Planning (Kaplan Professional Education, 2016) and Graduate Diploma of Financial Planning (Kaplan Higher Education Pty Limited, 2018). Professional memberships recorded: 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 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 Benjamin Beveridge a registered financial adviser?
Yes. Benjamin Beveridge is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001253630.
Which licensee does Benjamin Beveridge work under?
Consultum Financial Advisers Pty Ltd, Australian financial services licence 230323.
What can Benjamin Beveridge 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.