Benjamin Patrick Drew
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000225414
- Location
- Melbourne VIC 3004
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 23 December 2002
- First provided advice
- 2000
- Qualifications
- Diploma of Financial Planning, Deakin University (2005); Certificate IV Financial Services (Finance and Mortgage Broking), Kaplan Professional (2013); Accredited Listed Product Adviser Program, Kaplan Professional (2023); Margin Lending and Geared Investments, Kaplan Professional (2023); Graduate Diploma of Financial Planning, Kaplan Professional (2024)
- 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 Patrick Drew
On the Financial Advisers Register kept by ASIC, Benjamin Patrick Drew appears as a current financial adviser in Melbourne, Victoria, adviser number 000225414.
Benjamin provides advice as an authorised representative of Capstone Financial Planning Pty Ltd, which holds Australian financial services licence 223135. That authorisation dates from 23 December 2002.
The register records 2000 as the year Benjamin first provided financial advice. The qualifications listed for Benjamin include Diploma of Financial Planning (Deakin University, 2005), Certificate IV Financial Services (Finance and Mortgage Broking) (Kaplan Professional, 2013) and Accredited Listed Product Adviser Program (Kaplan Professional, 2023). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice 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 Patrick Drew a registered financial adviser?
Yes. Benjamin Patrick Drew is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000225414.
Which licensee does Benjamin Patrick Drew work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Benjamin Patrick Drew 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.