BENJAMIN GRAHAM


Licensee: GRAHAM FINANCIAL PTY LTD

BENJAMIN GRAHAM (Adviser# 001000590) 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 November 19, 2008.

Adviser Overview

Register Name Financial Advisers
Adviser Name BENJAMIN GRAHAM
Adviser Number 001000590
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2006
Financial Service (AFS) Licence Licence# 000327520
GRAHAM FINANCIAL PTY LTD
Licence ABN 40099693606
Adviser Start Date 2008-11-19
Appointing Representative Name GRAHAM FINANCIAL PTY LTD
Appointing Representative Number 000327520
Appointing Representative ABN 40099693606
Memberships Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • BENJAMIN GRAHAM
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Derivative
  • ·
  • Foreign Exchange
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • 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
Bachelor of Engineering (Electrical Engineering) University of Queensland
Certified Financial Planner Financial Planning Association
Graduate Diploma of Financial Planning FINSIA
Senior Associate FINSIA

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000327520 GRAHAM FINANCIAL PTY LTD 2008-11-19 - GRAHAM FINANCIAL PTY LTD
000240274 GORDON GRAHAM FINANCIAL SERVICES PTY. LTD. 2006-01-16 - 2008-11-19

Licensee Information

Licence Name GRAHAM FINANCIAL PTY LTD
Licence Number 000327520
Licence ABN 40099693606

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
MARTIN ANDREW WEBB Graham Financial Pty Ltd Current 2009-02-25

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
MARTIN ANDREW WEBB Graham Financial Pty Ltd Current 2009-02-25

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.