BENJAMIN MICHAEL HOLIAN
Financial Adviser · Hawthorn East, VIC
📚 Qualifications & Training
2003 - Bachelor of Business (Economics and Finance) - Bachelor Degree (AQF 7) - RMIT University
2007 - Certified Financial Planner (CFP) Education Program - Professional Designations - Financial Planning Association of Australia
2007 - Diploma of Financial Planning - - Kaplan
2019 - Ethics and Professionalism in Financial Advice (FPC002B) - Bridging Course - Ethics - Kaplan
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
Financial Advice Association of Australia (FAAA)
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.