Benjamin Michael Holian
Financial Adviser in Docklands, Victoria, Australia
Review Benjamin Michael Holian
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 number001002048
- Location
- Docklands VIC 3008
- Licensee
- Ccafp Wealth Pty Ltd (AFSL 540531)
- Authorised since
- 1 May 2025
- First provided advice
- 2005
- Qualifications
- Bachelor of Business (Economics and Finance), RMIT University (2003); Certified Financial Planner (CFP) Education Program, Financial Planning Association of Australia (2007); Diploma of Financial Planning, Kaplan (2007); Ethics and Professionalism in Financial Advice (FPC002B), Kaplan (2019)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Benjamin Michael Holian
Benjamin Michael Holian is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Docklands, Victoria (adviser number 001002048).
The licensee Benjamin advises under is Ccafp Wealth Pty Ltd (AFS licence 540531). That authorisation dates from 1 May 2025.
The register records 2005 as the year Benjamin first provided financial advice. Qualifications and training on file include Bachelor of Business (Economics and Finance) (RMIT University, 2003), Certified Financial Planner (CFP) Education Program (Financial Planning Association of Australia, 2007) and Diploma of Financial Planning (Kaplan, 2007). Benjamin is recorded as a member of Financial Advice Association of Australia (FAAA).
Benjamin is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Benjamin Michael Holian here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Benjamin Michael Holian a registered financial adviser?
Yes. Benjamin Michael Holian is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001002048.
Which licensee does Benjamin Michael Holian work under?
Ccafp Wealth Pty Ltd, Australian financial services licence 540531.
What can Benjamin Michael Holian give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts.