Financial Adviser · WEST END, QLD

Benjamin James Mcgrath

WEST END, QLD

21 Years experience

Tax advice
authorised

ASIC Registered · ADV 000337146

Currently at

Charter Financial Planning Limited

Sydney, NSW (firm address)

View firm profile

About Benjamin James Mcgrath

Benjamin James Mcgrath is a financial adviser based in West End, Queensland, with 21 years of experience in the financial services industry since 2005. Benjamin is currently authorised under Charter Financial Planning Limited, operating through Charter 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 Advanced Diploma of Financial Services (Financial Planning) from Kaplan Higher Education Pty Limited.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives

Authorised to provide tax financial advice services

Qualifications and Training

2005

Diploma of Financial Services (Financial Planning)

Kaplan Higher Education Pty Limited

2009

Self Managed Superannuation Funds

Kaplan Higher Education Pty Limited

2011

Margin Lending and Geared Investments

Kaplan Higher Education Pty Limited

2012

Advanced Diploma of Financial Services (Financial Planning)

Kaplan Higher Education Pty Limited

Registration History

Charter Financial Planning Limited

Jan 2025 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives

Ifs Private Wealth Pty Ltd

Jan 2019 - Jan 2025 Ceased

MAGNITUDE GROUP PTY LTD

May 2016 - Jan 2019 Ceased

SUNCORP FINANCIAL SERVICES PTY LTD

Dec 2010 - May 2016 Ceased

JIGSAW SUPPORT SERVICES PTY LIMITED

May 2009 - Nov 2010 Ceased

Source: ASIC Financial Advisers Register