BENJAMIN STAFFORD WHITWELL
Financial Adviser · Bathurst, NSW
📚 Qualifications & Training
2002 - Diploma of Financial Planning - - Deakin University
2004 - Certified Financial Planner - - Deakin University
2010 - Margin Lending - - Kaplan Professional Education
2014 - ASX Listed Product Accreditation Course - - LPAC Online
2020 - Graduate Diploma Financial Services - Graduate Diploma (AQF 8) - 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.