Benjamin Ross Smith
Financial Adviser in Wollongong, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000262312
- Location
- Wollongong NSW 2500
- Licensee
- Consultum Financial Advisers Pty Ltd (AFSL 230323)
- Authorised since
- 1 June 2021
- First provided advice
- 2004
- Qualifications
- Bachelor of Commerce (Economics and Finance), University of Sydney (2000); Diploma of Financial Planning (DFP 1-8), Financial Planning Association (FPA) (2004)
- 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 Ross Smith
Benjamin Ross Smith is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Wollongong, New South Wales (adviser number 000262312).
Advice is given under the Australian financial services licence of Consultum Financial Advisers Pty Ltd, licence number 230323. The current authorisation started on 1 June 2021.
The register records 2004 as the year Benjamin first provided financial advice. The qualifications listed for Benjamin include Bachelor of Commerce (Economics and Finance) (University of Sydney, 2000) and Diploma of Financial Planning (DFP 1-8) (Financial Planning Association (FPA), 2004). 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 Ross Smith a registered financial adviser?
Yes. Benjamin Ross Smith is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000262312.
Which licensee does Benjamin Ross Smith work under?
Consultum Financial Advisers Pty Ltd, Australian financial services licence 230323.
What can Benjamin Ross Smith 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.