BENJAMIN SCOTT JEFFERIES

Financial Adviser Ā· Adelaide, SA

Registered

Registration Number

001290966

Registration Status

Registered

Location

Adelaide, SA 5000

Providing Advice Since

2021

Registration Date

12/07/2021

Financial Services Licensee

MACQUARIE BANK LIMITED

Licence #000237502

šŸ“š Qualifications & Training

2018 - Tier 1 Financial Planning - Personal Advice - Other - Kaplan Higher Education Pty Limited
2019 - DBCF / DBDD Bachelor of Business (Finance) - Bachelor Degree (AQF 7) - University of South Australia
2021 - FPE016 Self Managed Superannuation Funds - Other - Kaplan Higher Education Pty Limited
2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
2022 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education Pty Limited

šŸ¢ Professional Memberships

Financial Advice Association of Australia (FAAA)

ā„¹ļø 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.