Benjamin James Way
Financial Adviser in Norwood, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000249937
- Location
- Norwood SA 5067
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 22 August 2019
- First provided advice
- 2001
- Qualifications
- Advanced Diploma of Financial Services (Financial Planning), Tribeca (2005); Diploma of Financial Services (Financial Planning), Tribeca (2005); Margin Lending and Geared Investments, Kaplan Higher Education Pty Limited (2011); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2023)
- 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, 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 James Way
Benjamin James Way is a financial adviser in Norwood, South Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 000249937.
Advice is given under the Australian financial services licence of Akumin Financial Planning Pty Limited, licence number 232706. That authorisation dates from 22 August 2019.
The register records 2001 as the year Benjamin first provided financial advice. Qualifications and training on file include Advanced Diploma of Financial Services (Financial Planning) (Tribeca, 2005), Diploma of Financial Services (Financial Planning) (Tribeca, 2005) and Margin Lending and Geared Investments (Kaplan Higher Education Pty Limited, 2011). Benjamin is recorded as a member of Financial Advice Association of Australia (FAAA).
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.
The register adds a condition to this authorisation: “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 James Way a registered financial adviser?
Yes. Benjamin James Way is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000249937.
Which licensee does Benjamin James Way work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Benjamin James Way 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."