Benjamin Donald Williamson
Financial Adviser in Geelong, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000396823
- Location
- Geelong VIC 3220
- Licensee
- Morgans Financial Limited (AFSL 235410)
- Authorised since
- 20 January 2011
- First provided advice
- 2003
- Qualifications
- Bachelor of Commerce, Deakin University (1997); Diploma of Financial Planning, FPA (2004); Certified Financial Planner, FPA (2006); Ethics and Professional Relationships, QUT (2020)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, managed discretionary account services
- Tax (financial) advice
- Yes
- Register status
- Current
About Benjamin Donald Williamson
Benjamin Donald Williamson is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Geelong, Victoria (adviser number 000396823).
The licensee Benjamin advises under is Morgans Financial Limited (AFS licence 235410). The current authorisation started on 20 January 2011.
According to the register, Benjamin first provided financial advice in 2003. The qualifications listed for Benjamin include Bachelor of Commerce (Deakin University, 1997), Diploma of Financial Planning (FPA, 2004) and Certified Financial Planner (FPA, 2006).
The authorisation covers advice 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 Donald Williamson a registered financial adviser?
Yes. Benjamin Donald Williamson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000396823.
Which licensee does Benjamin Donald Williamson work under?
Morgans Financial Limited, Australian financial services licence 235410.
What can Benjamin Donald Williamson 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; managed discretionary account services.