Benjamin Graham
Financial Adviser in Miranda, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000224388
- Location
- Miranda NSW 2228
- Licensee
- Blue Summit Financial Solutions Pty Ltd (AFSL 412370)
- Authorised since
- 11 November 2011
- First provided advice
- 2001
- Qualifications
- Bachelor of Commerce, Wollongong University (1997); Advanced Diploma of Financial Services (Financial Planning), Integratec (2003); Ethics and Professionalism in Financial Advice, Kaplan (2021)
- 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 Graham
On the Financial Advisers Register kept by ASIC, Benjamin Graham appears as a current financial adviser in Miranda, New South Wales, adviser number 000224388.
Advice is given under the Australian financial services licence of Blue Summit Financial Solutions Pty Ltd, licence number 412370. The current authorisation started on 11 November 2011.
According to the register, Benjamin first provided financial advice in 2001. Qualifications and training on file include Bachelor of Commerce (Wollongong University, 1997), Advanced Diploma of Financial Services (Financial Planning) (Integratec, 2003) and Ethics and Professionalism in Financial Advice (Kaplan, 2021).
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 Graham a registered financial adviser?
Yes. Benjamin Graham is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000224388.
Which licensee does Benjamin Graham work under?
Blue Summit Financial Solutions Pty Ltd, Australian financial services licence 412370.
What can Benjamin 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.