Financial Adviser
· ORANGE, NSW
Benjamin Allen
No disciplinary history on record with ASIC
ORANGE,
NSW
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001002278
About Benjamin Allen
Benjamin Allen is a financial adviser based in Orange, New South Wales, with 18 years of experience in the financial services industry since 2008. Benjamin is currently authorised under Brightpath Financial Planning. 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 from Financial Planning Association (FPA). 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
Authorised to provide tax financial advice services
Qualifications and Training
2001
Bachelor of Business (Finance & Business Management)
Charles Sturt University
2007
Diploma of Financial Services (Financial Planning)
Tribeca
2011
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2015
Certified Financial Planner
Financial Planning Association (FPA)
2019
FPC002B Ethicis and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Ltd
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.
Source: ASIC Financial Advisers Register