MARY THERESA BENTON
Financial Adviser · Pakenham, VIC
📚 Qualifications & Training
2002 - Chartered Accountant (CA) - Professional Designations - Chartered Accountants Australia and New Zealand (CA ANZ)
2006 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - FINSIA
2007 - Self Managed Superannuation Funds - Other - Kaplan Professional
2008 - ASX Accredited Listed Product Adviser - Other - Kaplan Professional
2009 - Certificate IV in Financial Services (Finance/Mortgage Broking) - Certificate (AQF 1-4) - Mortgage and Finance Association of Australia (MFAA)
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
Finance Brokers Association of Australia (FBAA)
Financial Advice Association of Australia (FAAA)
Financial Services Institute of Australasia (FINSIA)
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.