Benjamin William Mitchell
Financial Adviser in Mona Vale, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000338383
- Location
- Mona Vale NSW 2103
- Licensee
- FD AFSL Pty Ltd (AFSL 341678)
- Authorised since
- 5 July 2019
- First provided advice
- 2009
- Qualifications
- ASX Listed Products Accreditation Course, Kaplan Professional Education (2009); Margin Lending and Geared Investments, Kaplan Professional Education (2011); Self Managed Superannuation Funds, Kaplan Professional Education (2014); Financial Adviser Exam, FASEA (2019); Master of Financial Planning, Kaplan Professional Education (2019)
- 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 William Mitchell
On the Financial Advisers Register kept by ASIC, Benjamin William Mitchell appears as a current financial adviser in Mona Vale, New South Wales, adviser number 000338383.
The licensee Benjamin advises under is FD AFSL Pty Ltd (AFS licence 341678). The current authorisation started on 5 July 2019.
According to the register, Benjamin first provided financial advice in 2009. The qualifications listed for Benjamin include ASX Listed Products Accreditation Course (Kaplan Professional Education, 2009), Margin Lending and Geared Investments (Kaplan Professional Education, 2011) and Self Managed Superannuation Funds (Kaplan Professional Education, 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.
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Questions people ask
Is Benjamin William Mitchell a registered financial adviser?
Yes. Benjamin William Mitchell is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000338383.
Which licensee does Benjamin William Mitchell work under?
FD AFSL Pty Ltd, Australian financial services licence 341678.
What can Benjamin William Mitchell 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.