Financial Adviser
· MONA VALE, NSW
Benjamin William Mitchell
No disciplinary history on record with ASIC
MONA VALE,
NSW
17
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000338383
Benjamin William Mitchell is a financial adviser based in Mona Vale, New South Wales, with 17 years of experience in the financial services industry since 2009. Benjamin is currently authorised under Fd AFSL. Benjamin holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Benjamin's qualifications include a Master of Financial Planning from Kaplan Professional Education.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2009
ASX Listed Products Accreditation Course
Kaplan Professional Education
2011
Margin Lending and Geared Investments
Kaplan Professional Education
2014
Self Managed Superannuation Funds
Kaplan Professional Education
2019
Financial Adviser Exam
FASEA
2019
Master of Financial Planning
Kaplan Professional Education