WILLIAM BENJAMIN RAFFLE

Licensee: BENNELONG PRIVATE WEALTH PTY LTD

WILLIAM BENJAMIN RAFFLE (Adviser# 001007415) 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 22, 2005.

Adviser Overview

Register Name Financial Advisers
Adviser Name WILLIAM BENJAMIN RAFFLE
Adviser Number 001007415
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2001
Financial Service (AFS) Licence Licence# 000296152
BENNELONG PRIVATE WEALTH PTY LTD
Licence ABN 34114448047
Adviser Start Date 2005-12-22
Appointing Representative Name BENNELONG PRIVATE WEALTH PTY LTD
Appointing Representative Number 000296152
Appointing Representative ABN 34114448047
Memberships CPA Australia (CPA)
Chartered Accountants Australia and New Zealand (CA)
Independent Financial Advisers Association of Australia (IFAAA)

Authorisations to provide financial product advice

  • WILLIAM BENJAMIN RAFFLE
  • ·
  • 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

Qualifications and training history

Qualification / Degree Institute / School
Australian Institute of Company Directors AICD
Bachelor of Commerce University of New South Wales
Certified Financial Planner Financial Planning Association
Masters of Taxation University of Sydney
Registered Tax Agent Government

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000296152 BENNELONG PRIVATE WEALTH PTY LTD 2005-12-22 - BENNELONG PRIVATE WEALTH PTY LTD

Licensee Information

Licence Name BENNELONG PRIVATE WEALTH PTY LTD
Licence Number 000296152
Licence ABN 34114448047

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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.