Benjamin Kade Lancaster
Financial Adviser in Sale, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001001542
- Location
- Sale VIC 3850
- Licensee
- DMG Financial Planning Pty Ltd (AFSL 238354)
- Authorised since
- 28 July 2003
- First provided advice
- 1999
- Qualifications
- Bachelor of Commerce, Latrobe University (1996); CFP Certification, FPA (2000); Diploma of Financial Planning, FPA (2003)
- Memberships
- Financial Advice Association of Australia (FAAA); Institute of Public Accountants (IPA); Tax Institute of Australia - Chartered Tax Advisor
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Benjamin Kade Lancaster
Benjamin Kade Lancaster is a financial adviser in Sale, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 001001542.
Advice is given under the Australian financial services licence of DMG Financial Planning Pty Ltd, licence number 238354. The current authorisation started on 28 July 2003.
The register records 1999 as the year Benjamin first provided financial advice. The qualifications listed for Benjamin include Bachelor of Commerce (Latrobe University, 1996), CFP Certification (FPA, 2000) and Diploma of Financial Planning (FPA, 2003). Professional memberships recorded: Financial Advice Association of Australia (FAAA), Institute of Public Accountants (IPA) and Tax Institute of Australia – Chartered Tax Advisor.
Benjamin is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 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 Kade Lancaster a registered financial adviser?
Yes. Benjamin Kade Lancaster is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001001542.
Which licensee does Benjamin Kade Lancaster work under?
DMG Financial Planning Pty Ltd, Australian financial services licence 238354.
What can Benjamin Kade Lancaster 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.