Benjamin Charles James
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001005681
- Location
- Melbourne VIC 3000
- Licensee
- Escala Wealth Management Pty Ltd (AFSL 456207)
- Authorised since
- 1 April 2019
- First provided advice
- 2001
- Qualifications
- B.Business (Banking & Finance), Monash University (1997); SDIA Accreditation Program RG146, Deakin & SDIA (2002); Margin Lending Accreditation Program, Deakin & Stockbrokers and Financial Advisers Association (2010); Professional Diploma in Stockbroking, Stockbrokers and Financial Advisers Association (SAFAA) (2010); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Ltd (2020)
- Advice areas
- superannuation, securities, managed investment schemes, deposit and payment products, government debentures, stocks and bonds, standard margin lending, derivatives
- Register status
- Current
About Benjamin Charles James
Benjamin Charles James is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Melbourne, Victoria (adviser number 001005681).
The licensee Benjamin advises under is Escala Wealth Management Pty Ltd (AFS licence 456207). That authorisation dates from 1 April 2019.
The register records 2001 as the year Benjamin first provided financial advice. Qualifications and training on file include B.Business (Banking & Finance) (Monash University, 1997), SDIA Accreditation Program RG146 (Deakin & SDIA, 2002) and Margin Lending Accreditation Program (Deakin & Stockbrokers and Financial Advisers Association, 2010).
Benjamin is authorised to advise on superannuation, securities, managed investment schemes, deposit and payment products, government debentures, stocks and bonds and standard margin lending, among 7 product areas in total.
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Questions people ask
Is Benjamin Charles James a registered financial adviser?
Yes. Benjamin Charles James is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001005681.
Which licensee does Benjamin Charles James work under?
Escala Wealth Management Pty Ltd, Australian financial services licence 456207.
What can Benjamin Charles James give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; deposit and payment products; government debentures, stocks and bonds; standard margin lending; derivatives.