BENJAMIN RICHARD LATHAM

Financial Adviser · Hobart, TAS

Registered

Registration Number

000244986

Registration Status

Registered

Location

Hobart, TAS 7000

Providing Advice Since

1998

Registration Date

05/06/2013

Financial Services Licensee

PROFESSIONAL INVESTMENT SERVICES PTY LTD

Licence #000234951

📚 Qualifications & Training

2004 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca Learning
2016 - Tax for Financial Advising Course (DFP5v1) - Other - Kaplan Professional
2017 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education
2024 - Specialist SMSF Course - Other - SuperConcepts & university of Adelaide

🏢 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.