Benjamin Grant Fagan
Financial Adviser in Bundall, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000300941
- Location
- Bundall QLD 4217
- Licensee
- Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 23 September 2025
- First provided advice
- 2014
- Qualifications
- Diploma of Financial Services (Financial Planning), Kaplan Higher Education Pty Limited (2012); Advanced Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2013); Margin Lending, Stockbrokers Association of Aust (formerly SDIA) (2017); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2024); FPE020 SMSF Regulation and Taxation, Kaplan Higher Education Pty Limited (2026)
- 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, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Benjamin Grant Fagan
Benjamin Grant Fagan is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Bundall, Queensland (adviser number 000300941).
Advice is given under the Australian financial services licence of Charter Financial Planning Limited, licence number 234665. That authorisation dates from 23 September 2025.
According to the register, Benjamin first provided financial advice in 2014. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (Kaplan Higher Education Pty Limited, 2012), Advanced Diploma of Financial Planning (Kaplan Higher Education Pty Limited, 2013) and Margin Lending (Stockbrokers Association of Aust (formerly SDIA), 2017).
Benjamin is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Benjamin Grant Fagan a registered financial adviser?
Yes. Benjamin Grant Fagan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000300941.
Which licensee does Benjamin Grant Fagan work under?
Charter Financial Planning Limited, Australian financial services licence 234665.
What can Benjamin Grant Fagan 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; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."