BEN PARNELL

Financial Adviser · Sydney, NSW

Registered

Registration Number

001245113

Registration Status

Registered

Location

Sydney, NSW 2000

Providing Advice Since

2016

Registration Date

01/10/2019

Financial Services Licensee

FORTNUM PRIVATE WEALTH LTD

Licence #000357306

📚 Qualifications & Training

2007 - Bachelor of Arts (Business Economics) - Honours - Bachelor Degree (AQF 7) - University of Exeter England
2015 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional
2015 - Securities and Managed Investments - Diploma (AQF 5) - Kaplan Professional
2018 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
2021 - FPC002B - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
2022 - FPC007B-Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Higher Education
2023 - FPC001B - Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Higher Education

🏢 Professional Memberships

Financial Advice Association of Australia (FAAA)

ℹ️ What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.