BENJAMIN GRAHAM

Financial Adviser · Cronulla, NSW

Registered

Registration Number

000224388

Registration Status

Registered

Location

Cronulla, NSW 2230

Providing Advice Since

2001

Registration Date

11/11/2011

Financial Services Licensee

BLUE SUMMIT FINANCIAL SOLUTIONS PTY LTD

Licence #000412370

📚 Qualifications & Training

1997 - Bachelor of Commerce - - Wollongong University
1997 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Wollongong University
2003 - Advanced Diploma of Financial Services (Financial Planning) - - Integratec
2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan

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.