Financial Adviser · BUNDOORA, VIC

Benjamin Shearman

BUNDOORA, VIC

10 Years experience

Tax advice
authorised

ASIC Registered · ADV 001243031

Currently at

Count Financial Limited

Sydney, NSW (firm address)

View firm profile

About Benjamin Shearman

Benjamin Shearman is a financial adviser based in Bundoora, Victoria, with 10 years of experience in the financial services industry since 2016. Benjamin is currently authorised under Count Financial Limited, operating through Count Financial. 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 Higher Education.

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

2018

Diploma of Financial Planning

Kaplan Professional

2022

Graduate Diploma of Financial Planning

Kaplan Higher Education

Registration History

Count Financial Limited

Nov 2023 - Present Current

AFFINIA FINANCIAL ADVISERS PTY LTD

Oct 2018 - Nov 2023 Ceased

Not authorised in SMSF, Standard Margin Lending Facility

RISK AND INVESTMENT ADVISORS AUSTRALIA PTY. LTD.

Jun 2016 - Oct 2018 Ceased

This authorised representative and financial adviser cannot give advice in SMSF.

Source: ASIC Financial Advisers Register