Benjamin Travers
Financial Adviser in Newcastle, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000239501
- Location
- Newcastle NSW 2300
- Licensee
- Prosperity Wealth Advisory Services Pty Ltd (AFSL 533675)
- Authorised since
- 4 August 2022
- First provided advice
- 2003
- Qualifications
- Bachelor of Commerce (Accounting), Macquarie University (2002); Diploma of Financial Planning, Deakin University (2004); Certified Financial Planner CFP, Financial Planning Association of Australia (2012); Diploma of Financial Services, Pinnacle Financial Services Academy (2012); Master of Financial Planning & Ethics and Professionalism in Financial Advice, Kaplan Professional (2019)
- 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 Travers
Benjamin Travers is a financial adviser in Newcastle, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000239501.
The licensee Benjamin advises under is Prosperity Wealth Advisory Services Pty Ltd (AFS licence 533675). That authorisation dates from 4 August 2022.
According to the register, Benjamin first provided financial advice in 2003. Qualifications and training on file include Bachelor of Commerce (Accounting) (Macquarie University, 2002), Diploma of Financial Planning (Deakin University, 2004) and Certified Financial Planner CFP (Financial Planning Association of Australia, 2012). 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 Travers a registered financial adviser?
Yes. Benjamin Travers is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000239501.
Which licensee does Benjamin Travers work under?
Prosperity Wealth Advisory Services Pty Ltd, Australian financial services licence 533675.
What can Benjamin Travers 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.