Benjamin Lee Daniel Green
Financial Adviser in Sydney, New South Wales, Australia
Review Benjamin Lee Daniel Green
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 number000464796
- Location
- Sydney NSW 2000
- Licensee
- Sequoia Wealth Management Pty Ltd (AFSL 472387)
- Authorised since
- 1 July 2020
- First provided advice
- 2002
- Qualifications
- Diploma of Financial Services FNB50199, Securities Institute (2005)
- Advice areas
- superannuation, securities, managed investment schemes, life investment products, government debentures, stocks and bonds, retirement savings accounts, derivatives, foreign exchange contracts
- Register status
- Current
About Benjamin Lee Daniel Green
On the Financial Advisers Register kept by ASIC, Benjamin Lee Daniel Green appears as a current financial adviser in Sydney, New South Wales, adviser number 000464796.
The licensee Benjamin advises under is Sequoia Wealth Management Pty Ltd (AFS licence 472387). The current authorisation started on 1 July 2020.
The register records 2002 as the year Benjamin first provided financial advice. The qualifications listed for Benjamin include Diploma of Financial Services FNB50199 (Securities Institute, 2005).
The authorisation covers advice on superannuation, securities, managed investment schemes, life investment products, government debentures, stocks and bonds and retirement savings accounts, among 8 product areas in total.
Reviews
Nobody has reviewed Benjamin Lee Daniel Green here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Benjamin Lee Daniel Green a registered financial adviser?
Yes. Benjamin Lee Daniel Green is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000464796.
Which licensee does Benjamin Lee Daniel Green work under?
Sequoia Wealth Management Pty Ltd, Australian financial services licence 472387.
What can Benjamin Lee Daniel Green give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life investment products; government debentures, stocks and bonds; retirement savings accounts; derivatives; foreign exchange contracts.