Financial Adviser · NEWCASTLE, NSW

Benjamin Travers

NEWCASTLE, NSW

23 Years experience

Tax advice
authorised

ASIC Registered · ADV 000239501

Currently at

Prosperity Wealth Advisers

Newcastle, NSW (firm address)

View firm profile

About Benjamin Travers

Benjamin Travers is a financial adviser based in Newcastle, New South Wales, with 23 years of experience in the financial services industry since 2003. Benjamin is currently authorised under Prosperity Wealth Advisory Services, operating through Prosperity Wealth Advisers. 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 Certified Financial Planner CFP from Financial Planning Association of Australia. Benjamin is a member of Financial Advice Association of Australia (FAAA).

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

2002

Bachelor of Commerce (Accounting)

Macquarie University

2004

Diploma of Financial Planning

Deakin University

2012

Certified Financial Planner CFP

Financial Planning Association of Australia

2012

Diploma of Financial Services

Pinnacle Financial Services Academy

2019

Master of Financial Planning & Ethics and Professionalism in Financial Advice

Kaplan Professional

Registration History

Prosperity Wealth Advisory Services Pty Ltd

Aug 2022 - Present Current

Prosperity Wealth Advisory Services Pty Ltd

Aug 2022 - Aug 2022 Ceased

Infinity Management Pty Ltd

Jun 2020 - Jul 2022 Ceased

Perpetual Trustee Company Limited

Jun 2019 - Mar 2020 Ceased

Pitcher Partners Wealth Management Pty Ltd

Jan 2017 - Jun 2019 Ceased

Primestock Securities Limited

Jan 2016 - Dec 2016 Ceased

Apt Wealth Partners Pty Ltd

Feb 2015 - Dec 2015 Ceased

Citigroup Pty Limited

Jul 2013 - Feb 2015 Ceased

WHITTAKER MACNAUGHT PTY. LTD.

Jul 2011 - Jun 2013 Ceased

Investment Gateway Pty Ltd

Jan 2011 - Jul 2011 Ceased

Ri Advice Group Pty Ltd

Aug 2010 - Dec 2010 Ceased

GENESYS WEALTH ADVISERS PTY LIMITED

Jan 2007 - Jul 2010 Ceased

Source: ASIC Financial Advisers Register