BENJAMIN JAMES GREENWELL
Financial Adviser · Bundall, QLD
📚 Qualifications & Training
1999 - Bachelor of Science - - Manchester Metropolitan University
2008 - Diploma Financial Services (Financial Planning) - Diploma (AQF 5) - PS146 Training Australia
2011 - Certified Financial Planner - - Financial Planning Association
2016 - SMSF Association Specialist Adviser Accreditation - Professional Designations - SMSF Association
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
SMSF Association
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.