Benjamin Luke McLennan
Financial Adviser in Geelong West, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000324755
- Location
- Geelong West VIC 3218
- Licensee
- Lifespan Financial Planning Pty Ltd (AFSL 229892)
- Authorised since
- 19 September 2022
- First provided advice
- 2008
- Qualifications
- Bachelor of Business, Monash University (1998); Margin Lending and Geared Investments, Kaplan (2010); Self Managed Superannuation Funds, Kaplan (2010); Graduate Diploma of Financial Planning, Kaplan Professional (2022)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Benjamin Luke McLennan
On the Financial Advisers Register kept by ASIC, Benjamin Luke McLennan appears as a current financial adviser in Geelong West, Victoria, adviser number 000324755.
Benjamin provides advice as an authorised representative of Lifespan Financial Planning Pty Ltd, which holds Australian financial services licence 229892. That authorisation dates from 19 September 2022.
According to the register, Benjamin first provided financial advice in 2008. Qualifications and training on file include Bachelor of Business (Monash University, 1998), Margin Lending and Geared Investments (Kaplan, 2010) and Self Managed Superannuation Funds (Kaplan, 2010). Professional memberships recorded: 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 9 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 Luke McLennan a registered financial adviser?
Yes. Benjamin Luke McLennan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000324755.
Which licensee does Benjamin Luke McLennan work under?
Lifespan Financial Planning Pty Ltd, Australian financial services licence 229892.
What can Benjamin Luke McLennan 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.