BENJAMIN MARK WALVISCH
Financial Adviser · South Melbourne, VIC
📚 Qualifications & Training
2001 - Bachelor of Commerce - - Monash University
2009 - Advanced Diploma of Financial Services - - Kaplan
2018 - Certified Financial Planner - - Financial Planning Association
2021 - Ethics and Professionalism in Financial Advice - Professional Designations - Kaplan
2021 - Financial Adviser Industry - Professional Designations - FASEA
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
Tax Practitioner Board
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.