BENJAMIN JOHN STOKES (Adviser# 001248217) 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 September 27, 2016.
| Register Name | Financial Advisers |
| Adviser Name | BENJAMIN JOHN STOKES |
| Adviser Number | 001248217 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2011 |
| Financial Service (AFS) Licence |
Licence# 000244565 SECURITY NATIONAL FINANCIAL SERVICES PTY. LTD. |
| Licence ABN | 54007375420 |
| Licence Controlled By | Michael Kenneth IBBOTSON |
| Adviser Start Date | 2016-09-27 |
| Appointing Representative Name | SECURITY NATIONAL FINANCIAL SERVICES PTY. LTD. |
| Appointing Representative Number | 000244565 |
| Appointing Representative ABN | 54007375420 |
| Memberships | Chartered Accountants Australia and New Zealand (CA) |
| Further Restrictions | Limited advice on SMSF & Deposits |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Commerce | The University Of Melbourne |
| Certificate of Public Practice | The Institute of Chartered Accountants |
| Chartered Tax Adviser CTA | The Tax Institute |
| Diploma of Financial Services (Financial Planning) | The Investment Banking Institute |
| SMSF Specialist Advisor | Self Managed Super Fund Association |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000244565 |
SECURITY NATIONAL FINANCIAL SERVICES PTY. LTD.
Licence controlled by: Michael Kenneth IBBOTSON Further restrictions: Limited advice on SMSF & Deposits |
2016-09-27 - | SECURITY NATIONAL FINANCIAL SERVICES PTY. LTD. |
| 000225216 |
HNW PLANNING PTY LTD
Licence controlled by: HNW GROUP HOLDINGS PTY LIMITED |
2011-05-25 - 2012-09-24 | BENJAMIN JOHN STOKES |
| Licence Name | SECURITY NATIONAL FINANCIAL SERVICES PTY. LTD. |
| Licence Number | 000244565 |
| Licence ABN | 54007375420 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| MICHAEL IBBOTSON | Security National Financial Services Pty. Ltd. | Current | 2015-03-01 |
| KEITH LAWSON | Security National Financial Services Pty. Ltd. | Current | 2015-03-01 |
| DANIEL MCINTOSH | Security National Financial Services Pty. Ltd. | Current | 2015-03-01 |
| PETER ROBERT BUDGE | Security National Financial Services Pty. Ltd. | Current | 2008-07-01 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| MICHAEL IBBOTSON | Security National Financial Services Pty. Ltd. | Current | 2015-03-01 |
| KEITH LAWSON | Security National Financial Services Pty. Ltd. | Current | 2015-03-01 |
| DANIEL MCINTOSH | Security National Financial Services Pty. Ltd. | Current | 2015-03-01 |
| PETER ROBERT BUDGE | Security National Financial Services Pty. Ltd. | Current | 2008-07-01 |
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| 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.