Joanne Rose Benny
Financial Adviser in Bundaberg West, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000409927
- Location
- Bundaberg West QLD 4670
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 16 August 2011
- First provided advice
- 2011
- Qualifications
- Diploma of Financial Services (Financial Planning), Kaplan Higher Education Pty Limited (2011); Bachelor of Accounting, Central Queensland University (2012); Self Managed Superannuation Funds, University of Adelaide (2013); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2021); Certified Financial Planner, Financial Planning Association of Australia (FPA) (2022); Accredited Aged Care Professional, Aged Care Steps (2025)
- 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, 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 Joanne Rose Benny
Joanne Rose Benny is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Bundaberg West, Queensland (adviser number 000409927).
Joanne provides advice as an authorised representative of Akumin Financial Planning Pty Limited, which holds Australian financial services licence 232706. The current authorisation started on 16 August 2011.
The register records 2011 as the year Joanne first provided financial advice. The qualifications listed for Joanne include Diploma of Financial Services (Financial Planning) (Kaplan Higher Education Pty Limited, 2011), Bachelor of Accounting (Central Queensland University, 2012) and Self Managed Superannuation Funds (University of Adelaide, 2013).
Joanne is authorised to advise 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.
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 Joanne Rose Benny a registered financial adviser?
Yes. Joanne Rose Benny is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000409927.
Which licensee does Joanne Rose Benny work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Joanne Rose Benny 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; 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."