BENJAMIN LINDSAY


Licensee: INVESTORS DIRECT FINANCIAL PLANNING PTY LTD

BENJAMIN LINDSAY (Adviser# 000464388) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is December 28, 2017.

Adviser Overview

Register Name Financial Advisers
Adviser Name BENJAMIN LINDSAY
Adviser Number 000464388
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2014
Financial Service (AFS) Licence Licence# 000385827
INVESTORS DIRECT FINANCIAL PLANNING PTY LTD
Licence ABN 50141139228
Licence Controlled By INVESTORS DIRECT FINANCIAL GROUP PTY LTD
Adviser Start Date 2017-12-28
Appointing Representative Name INVEST NATIONAL FINANCIAL SERVICES PTY LTD
Appointing Representative Number 001249996

Authorisations to provide financial product advice

  • BENJAMIN LINDSAY
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Diploma of Financial Planning Investment Banking Institute
Self Managed Superannuation Funds Mentor Education

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000385827 INVESTORS DIRECT FINANCIAL PLANNING PTY LTD
Licence controlled by: INVESTORS DIRECT FINANCIAL GROUP PTY LTD
2017-12-28 - INVEST NATIONAL FINANCIAL SERVICES PTY LTD
000237590 FINANCIAL SERVICES PARTNERS PTY LIMITED
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
Further restrictions: Government Debentures, Stocks or Bonds: class of product only, Securities: class of product only, Superannuation: not authorised to provide SMSF advice.
2016-12-13 - 2017-12-22 FINANCIAL SERVICES PARTNERS PTY LIMITED
000237590 FINANCIAL SERVICES PARTNERS PTY LIMITED
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
Further restrictions: Permitted: - Managed Investment Schemes, excluding IDPS - IDPS only Not permitted: - SMSF
2014-09-01 - 2015-07-01 FINANCIAL SERVICES PARTNERS PTY LIMITED

Licensee Information

Licence Name INVESTORS DIRECT FINANCIAL PLANNING PTY LTD
Licence Number 000385827
Licence ABN 50141139228

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
SEAN OSCAR SANTORO Investors Direct Financial Planning Pty Ltd Current 2017-12-28
DANIEL COOPER GREIG MILNE Investors Direct Financial Planning Pty Ltd Current 2017-08-24
SAVERIO FRANK PONTE Investors Direct Financial Planning Pty Ltd Ceased 2017-08-09
BENJAMIN JESSE FUSCO Investors Direct Financial Planning Pty Ltd Ceased 2016-12-23
ISBER DURBALI Investors Direct Financial Planning Pty Ltd Ceased 2016-09-21
JUN GUO Investors Direct Financial Planning Pty Ltd Ceased 2016-08-29
DAVID VERNON WOODS Investors Direct Financial Planning Pty Ltd Ceased 2016-07-14
DAMIAN ESPINOSA Investors Direct Financial Planning Pty Ltd Current 2015-11-01
ASKA PIETRZAK Investors Direct Financial Planning Pty Ltd Ceased 2015-01-06
BENJAMIN LITTLEJOHNS Investors Direct Financial Planning Pty Ltd Ceased 2015-01-06

Competitor

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Dataset Information


Data Provider Australian Securities and Investments Commission (ASIC), Financial Advisers Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.