Benjamin Richard Letham
Financial Adviser in Newcastle West, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001007278
- Location
- Newcastle West NSW 2302
- Licensee
- Cutcher & Neale Financial Services Pty Ltd (AFSL 433814)
- Authorised since
- 15 October 2021
- First provided advice
- 2010
- Qualifications
- Bachelor of Finance, University of Newcastle (2004); Superannuation & Retirement Planning SUB-514899, Kaplan Professional (2006); Estate Planning SUB-514901, Kaplan Professional (2010); Investment Planning 2 SUB-514902, Kaplan Professional (2010); Margin Lending & Geared Investments Statement of Attainment, Kaplan Professional (2010); Self Managed Superannuation Funds Statement of Attainment, Kaplan Professional (2011); 925 Life Insurance & Skills SUB514953, Kaplan Professional (2012); Advanced Diploma Skills (Financial Planning) SUB-514905, Kaplan Professional (2012); Advanced Diploma of Financial Planning, Kaplan Higher Education (2012); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2020)
- 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 Richard Letham
On the Financial Advisers Register kept by ASIC, Benjamin Richard Letham appears as a current financial adviser in Newcastle West, New South Wales, adviser number 001007278.
Benjamin provides advice as an authorised representative of Cutcher & Neale Financial Services Pty Ltd, which holds Australian financial services licence 433814. That authorisation dates from 15 October 2021.
The register records 2010 as the year Benjamin first provided financial advice. Qualifications and training on file include Bachelor of Finance (University of Newcastle, 2004), Superannuation & Retirement Planning SUB-514899 (Kaplan Professional, 2006) and Estate Planning SUB-514901 (Kaplan Professional, 2010). Benjamin is recorded as a member of 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 Richard Letham a registered financial adviser?
Yes. Benjamin Richard Letham is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001007278.
Which licensee does Benjamin Richard Letham work under?
Cutcher & Neale Financial Services Pty Ltd, Australian financial services licence 433814.
What can Benjamin Richard Letham 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.