BENJAMIN KADE LANCASTER
Financial Adviser · Sale, VIC
📚 Qualifications & Training
1996 - Bachelor of Commerce - - Latrobe University
2000 - CFP Certification - - FPA
2003 - Diploma of Financial Planning - - FPA
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
Institute of Public Accountants (IPA)
Tax Institute of Australia - Chartered Tax Advisor
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.