Benjamin Robert James Anderson
Financial Adviser in Burleigh Heads, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000412893
- Location
- Burleigh Heads QLD 4220
- Licensee
- Alpine Financial Advice Pty Ltd (AFSL 541401)
- Authorised since
- 1 February 2023
- First provided advice
- 2011
- Qualifications
- Diploma of Financial Services (Financial Planning), Intellitrain (2011); Self Managed Superannuation Funds accreditation, SMSF Strategies (2012); DFP5v2 Tax for Financial Advising, Kaplan Professional (2017); TASACLv1 Commercial Law, Kaplan Professional (2017); FPC008 Investment Advice, Kaplan (2021)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Benjamin Robert James Anderson
Benjamin Robert James Anderson is a financial adviser in Burleigh Heads, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000412893.
Benjamin provides advice as an authorised representative of Alpine Financial Advice Pty Ltd, which holds Australian financial services licence 541401. The current authorisation started on 1 February 2023.
The register records 2011 as the year Benjamin first provided financial advice. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (Intellitrain, 2011), Self Managed Superannuation Funds accreditation (SMSF Strategies, 2012) and DFP5v2 Tax for Financial Advising (Kaplan Professional, 2017). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Benjamin is authorised to advise 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 Robert James Anderson a registered financial adviser?
Yes. Benjamin Robert James Anderson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000412893.
Which licensee does Benjamin Robert James Anderson work under?
Alpine Financial Advice Pty Ltd, Australian financial services licence 541401.
What can Benjamin Robert James Anderson 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.