Benjamin Roy Hollis
Financial Adviser in Port Macquarie, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000252610
- Location
- Port Macquarie NSW 2444
- Licensee
- Morgans Financial Limited (AFSL 235410)
- Authorised since
- 26 October 2005
- First provided advice
- 1999
- Qualifications
- Advanced Certificate in Accounting, TAFE (1996); Diploma of Financial Planning, FPA/ Deakin University (2002); Certified Financial Planner Education Programme, Deakin University (2005); FPC002B Ethics and Professionalism in Financial 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, standard margin lending, managed discretionary account services
- Tax (financial) advice
- Yes
- Register status
- Current
About Benjamin Roy Hollis
On the Financial Advisers Register kept by ASIC, Benjamin Roy Hollis appears as a current financial adviser in Port Macquarie, New South Wales, adviser number 000252610.
Advice is given under the Australian financial services licence of Morgans Financial Limited, licence number 235410. That authorisation dates from 26 October 2005.
The register records 1999 as the year Benjamin first provided financial advice. The qualifications listed for Benjamin include Advanced Certificate in Accounting (TAFE, 1996), Diploma of Financial Planning (FPA/ Deakin University, 2002) and Certified Financial Planner Education Programme (Deakin University, 2005). 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 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 Roy Hollis a registered financial adviser?
Yes. Benjamin Roy Hollis is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000252610.
Which licensee does Benjamin Roy Hollis work under?
Morgans Financial Limited, Australian financial services licence 235410.
What can Benjamin Roy Hollis 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; standard margin lending; managed discretionary account services.