Benjamin Mark Douglass
Financial Adviser in Yarrawonga, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001241291
- Location
- Yarrawonga VIC 3730
- Licensee
- BWM Licence Pty Ltd (AFSL 531262)
- Authorised since
- 17 January 2022
- First provided advice
- 2015
- Qualifications
- Bachelor of Commerce, The University of Notre Dame Australia (2012); Chartered Accountant, Chartered Accountants Australia and New Zealand (2015); Diploma of Financial Planning, Kaplan (2016); Advanced Diploma of Financial Planning, Kaplan (2017); Ethics and Professionalism in Financial Advice, Kaplan (2020)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ)
- 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 Mark Douglass
Benjamin Mark Douglass is a financial adviser in Yarrawonga, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 001241291.
The licensee Benjamin advises under is BWM Licence Pty Ltd (AFS licence 531262). That authorisation dates from 17 January 2022.
The register records 2015 as the year Benjamin first provided financial advice. The qualifications listed for Benjamin include Bachelor of Commerce (The University of Notre Dame Australia, 2012), Chartered Accountant (Chartered Accountants Australia and New Zealand, 2015) and Diploma of Financial Planning (Kaplan, 2016). Benjamin is recorded as a member of Chartered Accountants Australia and New Zealand (CA ANZ).
The authorisation covers advice 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 Mark Douglass a registered financial adviser?
Yes. Benjamin Mark Douglass is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001241291.
Which licensee does Benjamin Mark Douglass work under?
BWM Licence Pty Ltd, Australian financial services licence 531262.
What can Benjamin Mark Douglass 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.