BENJAMIN LEE DANIEL GREEN


Licensee: SEQUOIA WEALTH MANAGEMENT PTY LTD

BENJAMIN LEE DANIEL GREEN (Adviser# 000464796) 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 February 14, 2017.

Adviser Overview

Register Name Financial Advisers
Adviser Name BENJAMIN LEE DANIEL GREEN
Adviser Number 000464796
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2002
Financial Service (AFS) Licence Licence# 000472387
SEQUOIA WEALTH MANAGEMENT PTY LTD
Adviser Start Date 2017-02-14
Appointing Representative Name SEQUOIA WEALTH MANAGEMENT PTY LTD
Appointing Representative Number 000472387

Authorisations to provide financial product advice

  • BENJAMIN LEE DANIEL GREEN
  • ·
  • Derivative
  • ·
  • Foreign Exchange
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Diploma of Financial Services FNB50199 Securities Institute

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000472387 SEQUOIA WEALTH MANAGEMENT PTY LTD 2017-02-14 - SEQUOIA WEALTH MANAGEMENT PTY LTD
000297950 D2MX PTY LTD
Licence controlled by: SEQUOIA FINANCIAL GROUP LTD
2014-11-05 - 2017-04-10 SEQUOIA WEALTH MANAGEMENT PTY LTD
000237504 MACQUARIE EQUITIES LIMITED
Licence controlled by: MACQUARIE GROUP LIMITED
2003-01-01 - 2014-06-02

Licensee Information

Licence Name SEQUOIA WEALTH MANAGEMENT PTY LTD
Licence Number 000472387

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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.