Financial Adviser · ASHMORE, QLD

Benjamin Hopkins

ASHMORE, QLD
25 Years experience
Tax advice
authorised
ASIC Registered · ADV 000248524
Currently at
Ashmore, QLD (firm address)

About Benjamin Hopkins

Benjamin Hopkins is a financial adviser based in Ashmore, Queensland, with 25 years of experience in the financial services industry since 2001. Benjamin is currently authorised under Smartmove Advice. 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 Graduate Diploma of Financial Planning from Kaplan Professional. Benjamin is a member of CFP - Certified Financial Planner (FPA) and 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

2004
Diploma of Financial Planning
Financial Planning Association of Australia (FPA)
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2022
FPC001B Economic & Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Professional
2022
Graduate Diploma of Financial Planning
Kaplan Professional

Registration History

Feb 2024 - Present Current
NEXT GENERATION ADVICE PTY LTD
Aug 2022 - Sep 2024 Ceased
One off licensee approval is required for all products which are not on the approved product list.
Dec 2019 - Jul 2022 Ceased
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Feb 2019 - Dec 2019 Ceased
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Jan 2018 - Dec 2018 Ceased
Authorised in MDA services, which is restricted to Limited Authority to Operate services.One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Aug 2017 - Jan 2018 Ceased
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
VICSUPER PTY LTD
Sep 2015 - Jul 2017 Ceased
VicSuper representatives are limited to providing financial product advice on VicSuper products; ESSSuper - Revised, New, SERB and Transport Schemes; providing advice on whether a member should consolidate or roll over their superannuation holdings into VicSuper (excluding personal advice on self-managed superannuation funds); and general superannuation matters.
FIRST STATE SUPER FINANCIAL SERVICES PTY LTD
Aug 2010 - Jun 2015 Ceased
ARTHUR J. GALLAGHER (LIFE SOLUTIONS) PTY LTD
Nov 2009 - Jul 2010 Ceased

Source: ASIC Financial Advisers Register