Benjamin Smithwick
Financial Adviser in Camberwell, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000434229
- Location
- Camberwell VIC 3124
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 11 February 2013
- First provided advice
- 2013
- Qualifications
- Bachelor of Business (Entrepreneurship), Royal Melbourne Institute Of Technology (2009); Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2012); Advanced Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2014); Diploma of Finance and Mortgage Broking Management, Kaplan Higher Education Pty Limited (2014); Fellow Chartered Financial Practitioner (FChFP), Association of Financial Advisers (AFA) (2017); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2021); FPC001B Economic & Legal Context for Financial Planning, Kaplan Higher Education Pty Limited (2022); FPC007B Client Engagement Skills, Kaplan Higher Education Pty Limited (2023)
- 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, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Benjamin Smithwick
Benjamin Smithwick is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Camberwell, Victoria (adviser number 000434229).
Benjamin provides advice as an authorised representative of Akumin Financial Planning Pty Limited, which holds Australian financial services licence 232706. That authorisation dates from 11 February 2013.
According to the register, Benjamin first provided financial advice in 2013. Qualifications and training on file include Bachelor of Business (Entrepreneurship) (Royal Melbourne Institute Of Technology, 2009), Diploma of Financial Planning (Kaplan Higher Education Pty Limited, 2012) and Advanced Diploma of Financial Planning (Kaplan Higher Education Pty Limited, 2014).
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.
A further restriction is recorded on the register: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Benjamin Smithwick a registered financial adviser?
Yes. Benjamin Smithwick is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000434229.
Which licensee does Benjamin Smithwick work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Benjamin Smithwick 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; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."