BENJAMIN PATRICK DREW
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2005 - Diploma of Financial Planning - Diploma (AQF 5) - Deakin University
2013 - Certificate IV Financial Services (Finance and Mortgage Broking) - Certificate (AQF 1-4) - Kaplan Professional
2023 - Accredited Listed Product Adviser Program - Other - Kaplan Professional
2023 - Margin Lending and Geared Investments - Other - Kaplan Professional
2024 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
🏢 Professional Memberships
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.