Benjamin James Greenwell
Financial Adviser in Bundall, Queensland, Australia
Review Benjamin James Greenwell
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000407529
- Location
- Bundall QLD 4217
- Licensee
- Ep Financial Services Pty Ltd (AFSL 325252)
- Authorised since
- 19 December 2013
- First provided advice
- 2011
- Qualifications
- Bachelor of Science, Manchester Metropolitan University (1999); Diploma Financial Services (Financial Planning), PS146 Training Australia (2008); Certified Financial Planner, Financial Planning Association (2011); SMSF Association Specialist Adviser Accreditation, SMSF Association (2016)
- Memberships
- Financial Advice Association of Australia (FAAA); SMSF Association
- 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 James Greenwell
Benjamin James Greenwell is a financial adviser in Bundall, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000407529.
Benjamin provides advice as an authorised representative of Ep Financial Services Pty Ltd, which holds Australian financial services licence 325252. The current authorisation started on 19 December 2013.
The register records 2011 as the year Benjamin first provided financial advice. The qualifications listed for Benjamin include Bachelor of Science (Manchester Metropolitan University, 1999), Diploma Financial Services (Financial Planning) (PS146 Training Australia, 2008) and Certified Financial Planner (Financial Planning Association, 2011). Benjamin is recorded as a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
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.
Reviews
Nobody has reviewed Benjamin James Greenwell here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Benjamin James Greenwell a registered financial adviser?
Yes. Benjamin James Greenwell is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000407529.
Which licensee does Benjamin James Greenwell work under?
Ep Financial Services Pty Ltd, Australian financial services licence 325252.
What can Benjamin James Greenwell 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.