Benjamin Stafford Whitwell
Financial Adviser in Bathurst, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000264734
- Location
- Bathurst NSW 2795
- Licensee
- Capella Advisory Pty Ltd (AFSL 550125)
- Authorised since
- 8 March 2025
- First provided advice
- 2000
- Qualifications
- Diploma of Financial Planning, Deakin University (2002); Certified Financial Planner, Deakin University (2004); Margin Lending, Kaplan Professional Education (2010); ASX Listed Product Accreditation Course, LPAC Online (2014); Graduate Diploma Financial Services, Kaplan (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, managed discretionary account services
- Tax (financial) advice
- Yes
- Register status
- Current
About Benjamin Stafford Whitwell
Benjamin Stafford Whitwell is a financial adviser in Bathurst, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000264734.
The licensee Benjamin advises under is Capella Advisory Pty Ltd (AFS licence 550125). That authorisation dates from 8 March 2025.
According to the register, Benjamin first provided financial advice in 2000. The qualifications listed for Benjamin include Diploma of Financial Planning (Deakin University, 2002), Certified Financial Planner (Deakin University, 2004) and Margin Lending (Kaplan Professional Education, 2010). Professional memberships recorded: 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 10 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 Stafford Whitwell a registered financial adviser?
Yes. Benjamin Stafford Whitwell is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000264734.
Which licensee does Benjamin Stafford Whitwell work under?
Capella Advisory Pty Ltd, Australian financial services licence 550125.
What can Benjamin Stafford Whitwell 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; managed discretionary account services.