William Benjamin Raffle
Financial Adviser in Sydney, New South Wales, Australia
Review William Benjamin Raffle
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number001007415
- Location
- Sydney NSW 2000
- Licensee
- Bennelong Private Wealth Pty Ltd (AFSL 296152)
- Authorised since
- 22 December 2005
- First provided advice
- 2001
- Qualifications
- Bachelor of Commerce, University of Sydney (1985); Masters of Taxation, University of Sydney (1995); Diploma in Financial Planning 1-8, Financial Planning Association (2005); Ethics and Professionalism in Financial Advice, Kaplan Professional (2019)
- Memberships
- CPA Australia (CPA); Chartered Accountants Australia and New Zealand (CA ANZ)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About William Benjamin Raffle
William Benjamin Raffle is a financial adviser in Sydney, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 001007415.
The licensee William advises under is Bennelong Private Wealth Pty Ltd (AFS licence 296152). The current authorisation started on 22 December 2005.
According to the register, William first provided financial advice in 2001. The qualifications listed for William include Bachelor of Commerce (University of Sydney, 1985), Masters of Taxation (University of Sydney, 1995) and Diploma in Financial Planning 1-8 (Financial Planning Association, 2005). William is recorded as a member of CPA Australia (CPA) and Chartered Accountants Australia and New Zealand (CA ANZ).
William is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed William Benjamin Raffle here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is William Benjamin Raffle a registered financial adviser?
Yes. William Benjamin Raffle is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001007415.
Which licensee does William Benjamin Raffle work under?
Bennelong Private Wealth Pty Ltd, Australian financial services licence 296152.
What can William Benjamin Raffle 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.