Financial Adviser · BORONIA, VIC

Benjamin Luke Graham-nellor

BORONIA, VIC
20 Years experience
Tax advice
authorised
ASIC Registered · ADV 000291391
Currently at
Bundall, QLD (firm address)

Benjamin Luke Graham-nellor is a financial adviser based in Boronia, Victoria, with 20 years of experience in the financial services industry since 2006. Benjamin is currently authorised under Professional Investment Services, operating through Bgn Financial Management. 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 Diploma of Financial Services from Dover.

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

2005
Certificate IV in Financial Services (Finance/Mortgage Broking)
Plan Connect
2006
Diploma of Financial Services
Dover
2010
Margin Lending
Kaplan
2011
Self Managed Super Fund Course
Kaplan
2013
ASX Securities
Kaplan

Registration History

Nov 2014 - Present Current
Mar 2022 - Jun 2023 Ceased

Source: ASIC Financial Advisers Register