BENJAMIN PAUL SUMNER
Financial Adviser · West Perth, WA
📚 Qualifications & Training
2019 - Bachelor of Commerce (Finance & Marketing) - Bachelor Degree (AQF 7) - Curtin University
2022 - (GDF19) Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Ltd
2024 - CFP Certification Program - Professional Designations - Financial Advice Association Australia
2024 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education Pty Ltd
🏢 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.