BENJAMIN ROY HOLLIS

Financial Adviser · Port Macquarie, NSW

Registered

Registration Number

000252610

Registration Status

Registered

Location

Port Macquarie, NSW 2444

Providing Advice Since

1999

Registration Date

26/10/2005

Financial Services Licensee

MORGANS FINANCIAL LIMITED

Licence #000235410

📚 Qualifications & Training

1996 - Advanced Certificate in Accounting - - TAFE
2002 - Diploma of Financial Planning - - FPA/ Deakin University
2005 - Certified Financial Planner Education Programme - - Deakin University
2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan

🏢 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.