BENJAMIN MCPHERSON
Financial Adviser · Perth, WA
📚 Qualifications & Training
2014 - Bachelor of Commerce - Bachelor Degree (AQF 7) - The University of Western Australia
2014 - Bachelor of Economics - Bachelor Degree (AQF 7) - The University of Western Australia
2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
2018 - Foreign Exchange Accreditation Program - Other - SAFAA
2020 - Master of Financial Planning - Masters Degree (AQF 9) - Griffith University
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.