Benjamin Gilbert Graham
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000342162
- Location
- Sydney NSW 2000
- Licensee
- Alteris Financial Group Pty Ltd (AFSL 402370)
- Authorised since
- 13 July 2015
- First provided advice
- 2007
- Qualifications
- Bachelor of Engineering (Honours), University of Leeds (2002); Graduate Diploma of Financial Planning, FINSIA (2008); Certified Financial Planner, Financial Planning Association (2009)
- 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Benjamin Gilbert Graham
Benjamin Gilbert Graham is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Sydney, New South Wales (adviser number 000342162).
Benjamin provides advice as an authorised representative of Alteris Financial Group Pty Ltd, which holds Australian financial services licence 402370. That authorisation dates from 13 July 2015.
According to the register, Benjamin first provided financial advice in 2007. Qualifications and training on file include Bachelor of Engineering (Honours) (University of Leeds, 2002), Graduate Diploma of Financial Planning (FINSIA, 2008) and Certified Financial Planner (Financial Planning Association, 2009). Benjamin is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 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 Gilbert Graham a registered financial adviser?
Yes. Benjamin Gilbert Graham is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000342162.
Which licensee does Benjamin Gilbert Graham work under?
Alteris Financial Group Pty Ltd, Australian financial services licence 402370.
What can Benjamin Gilbert Graham 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; standard margin lending.