Financial Adviser
· DONCASTER EAST, VIC
Benjamin Beveridge
No disciplinary history on record with ASIC
DONCASTER EAST,
VIC
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001253630
About Benjamin Beveridge
Benjamin Beveridge is a financial adviser based in Doncaster East, Victoria, with 9 years of experience in the financial services industry since 2017. Benjamin is currently authorised under Consultum Financial Advisers. 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 Pty Limited. 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
2011
Diploma of Financial Planning
Kaplan Professional Education
2016
Advanced Diploma of Financial Planning
Kaplan Professional Education
2018
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education