Financial Adviser
· MELBOURNE, VIC
Benjamin Charles James
No disciplinary history on record with ASIC
MELBOURNE,
VIC
25
Years experience
ASIC Registered · ADV 001005681
About Benjamin Charles James
Benjamin Charles James is a financial adviser based in Melbourne, Victoria, with 25 years of experience in the financial services industry since 2001. Benjamin is currently authorised under Escala Wealth Management, operating through Escala Partners. Benjamin holds authorisations to advise on superannuation, managed investments, securities and derivatives. Benjamin's qualifications include a Professional Diploma in Stockbroking from Stockbrokers and Financial Advisers Association (SAFAA).
Authorised to Advise On
Superannuation
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Margin Lending
Qualifications and Training
1997
B.Business (Banking & Finance)
Monash University
2002
SDIA Accreditation Program RG146
Deakin & SDIA
2010
Margin Lending Accreditation Program
Deakin & Stockbrokers and Financial Advisers Association
2010
Professional Diploma in Stockbroking
Stockbrokers and Financial Advisers Association (SAFAA)
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Ltd
Registration History
Source: ASIC Financial Advisers Register