Financial Adviser · NORTH SYDNEY, NSW

Ben Maw

NORTH SYDNEY, NSW
27 Years experience
Tax advice
authorised
ASIC Registered · ADV 000253314
Currently at
North Sydney, NSW (firm address)

About Ben Maw

Ben Maw is a financial adviser based in North Sydney, New South Wales, with 27 years of experience in the financial services industry since 1999. Ben is currently authorised under Bpm Fin, operating through Bpm Financial. Ben holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Ben's qualifications include a Graduate Diploma of Financial Planning from Charles Sturt University. Ben 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

2007
Advanced Diploma Financial Services (Financial Planning)
Kaplan Professional
2007
Listed Product Accreditation Course
Savings Factory
2011
Certified Financial Planning
Deakin University/FPA
2019
RG 146 Margin Lending facilities
Financial Education Professionals
2024
Graduate Diploma of Financial Planning
Charles Sturt University

Registration History

Nov 2022 - Present Current
KAM FINANCIAL PTY LTD
Nov 2019 - Nov 2022 Ceased
MYPLANNER PROFESSIONAL SERVICES PTY LTD
Jun 2018 - Nov 2019 Ceased
Superannuation advice includes Self-Managed Superannuation
A.C.N. 140 520 225 PTY LTD
May 2016 - Jun 2018 Ceased
Advice on Superannuation excludes Self Managed Superannuation Funds
Sep 2014 - May 2016 Ceased
MY ADVISER PTY LTD
Feb 2010 - Sep 2014 Ceased

Source: ASIC Financial Advisers Register