Benjamin Mark Walvisch
Financial Adviser in South Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000323506
- Location
- South Melbourne VIC 3205
- Licensee
- Strategic Financial Solutions Pty Ltd (AFSL 222828)
- Authorised since
- 17 September 2010
- First provided advice
- 2008
- Qualifications
- Bachelor of Commerce, Monash University (2001); Advanced Diploma of Financial Services, Kaplan (2009); Certified Financial Planner, Financial Planning Association (2018); Ethics and Professionalism in Financial Advice, Kaplan (2021); Financial Adviser Industry, FASEA (2021)
- Memberships
- Financial Advice Association of Australia (FAAA); Tax Practitioner Board
- 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 Mark Walvisch
Benjamin Mark Walvisch is listed on ASIC’s Financial Advisers Register as a current financial adviser based in South Melbourne, Victoria (adviser number 000323506).
Advice is given under the Australian financial services licence of Strategic Financial Solutions Pty Ltd, licence number 222828. The current authorisation started on 17 September 2010.
The register records 2008 as the year Benjamin first provided financial advice. Qualifications and training on file include Bachelor of Commerce (Monash University, 2001), Advanced Diploma of Financial Services (Kaplan, 2009) and Certified Financial Planner (Financial Planning Association, 2018). Benjamin is recorded as a member of Financial Advice Association of Australia (FAAA) and Tax Practitioner Board.
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 Mark Walvisch a registered financial adviser?
Yes. Benjamin Mark Walvisch is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000323506.
Which licensee does Benjamin Mark Walvisch work under?
Strategic Financial Solutions Pty Ltd, Australian financial services licence 222828.
What can Benjamin Mark Walvisch 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.