ROHAN BENSTEAD

Financial Adviser Β· Melbourne, VIC

Registered

Registration Number

001001580

Registration Status

Registered

Location

Melbourne, VIC 3000

Providing Advice Since

2012

Registration Date

26/07/2018

Financial Services Licensee

CAPSTONE FINANCIAL PLANNING PTY LTD

Licence #000223135

πŸ“š Qualifications & Training

2006 - Bachelor of Commerce - - Deakin University
2010 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
2010 - Master of Applied Finance - Masters Degree (AQF 9) - Kaplan Professional
2011 - Margin Lending and Geared Investments - - Kaplan
2013 - CFP - Professional Designations - Financial Planning Association of Australia
2013 - Self Managed Superannuation Funds - - Kaplan Professional Education
2025 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional

🏒 Professional Memberships

Financial Advice Association of Australia (FAAA)
Tax Practitioners Board

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.