Benjamin Graham
Financial Adviser in Toowoomba, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001000590
- Location
- Toowoomba QLD 4350
- Licensee
- Graham Financial Pty Ltd (AFSL 327520)
- Authorised since
- 19 November 2008
- First provided advice
- 2006
- Qualifications
- Bachelor of Engineering (Electrical Engineering), University of Queensland (2004); Graduate Diploma of Financial Planning, FINSIA (2007); Senior Associate, FINSIA (2007); Certified Financial Planner, Financial Planning Association (2009); Ethics and Professionalism in Financial Advice, Kaplan (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, 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 Toowoomba, Queensland, adviser number 001000590.
The licensee Benjamin advises under is Graham Financial Pty Ltd (AFS licence 327520). That authorisation dates from 19 November 2008.
According to the register, Benjamin first provided financial advice in 2006. Qualifications and training on file include Bachelor of Engineering (Electrical Engineering) (University of Queensland, 2004), Graduate Diploma of Financial Planning (FINSIA, 2007) and Senior Associate (FINSIA, 2007). 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 Graham a registered financial adviser?
Yes. Benjamin Graham is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001000590.
Which licensee does Benjamin Graham work under?
Graham Financial Pty Ltd, Australian financial services licence 327520.
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.