Benjamin James Donald
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000337481
- Location
- Sydney NSW 2000
- Licensee
- Personal Financial Services Ltd (AFSL 234459)
- Authorised since
- 2 August 2022
- First provided advice
- 2009
- Qualifications
- Bachelor of Business (Banking and Finance), Queensland Univeristy of Technology (2007); Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2012); FPE016, Kaplan Higher Education Pty Limited (2017); Master of Financial Planning, Kaplan Higher Education Pty Limited (2017); FPC002B, Kaplan Higher Education (2022)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Benjamin James Donald
Benjamin James Donald is a financial adviser in Sydney, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000337481.
Advice is given under the Australian financial services licence of Personal Financial Services Ltd, licence number 234459. The current authorisation started on 2 August 2022.
According to the register, Benjamin first provided financial advice in 2009. The qualifications listed for Benjamin include Bachelor of Business (Banking and Finance) (Queensland Univeristy of Technology, 2007), Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2012) and FPE016 (Kaplan Higher Education Pty Limited, 2017). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, among 7 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 James Donald a registered financial adviser?
Yes. Benjamin James Donald is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000337481.
Which licensee does Benjamin James Donald work under?
Personal Financial Services Ltd, Australian financial services licence 234459.
What can Benjamin James Donald give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.