Financial Adviser
· GEELONG, VIC
Benjamin Donald Williamson
No disciplinary history on record with ASIC
GEELONG,
VIC
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000396823
About Benjamin Donald Williamson
Benjamin Donald Williamson is a financial adviser based in Geelong, Victoria, with 23 years of experience in the financial services industry since 2003. Benjamin is currently authorised under Morgans Financial Limited, operating through Morgans 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 Certified Financial Planner from FPA.
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
1997
Bachelor of Commerce
Deakin University
2004
Diploma of Financial Planning
FPA
2006
Certified Financial Planner
FPA
2020
Ethics and Professional Relationships
Ethics - QUT