BENJAMIN WILLIAM STEVENS


Licensee: OLD COLD GOLD PTY LTD

BENJAMIN WILLIAM STEVENS (Adviser# 001257604) 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 August 15, 2017.

Adviser Overview

Register Name Financial Advisers
Adviser Name BENJAMIN WILLIAM STEVENS
Adviser Number 001257604
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2005
Financial Service (AFS) Licence Licence# 000498843
OLD COLD GOLD PTY LTD
Licence Controlled By Benjamin William STEVENS
Adviser Start Date 2017-08-15
Appointing Representative Name OLD COLD GOLD PTY LTD
Appointing Representative Number 000498843
Memberships Association of Financial Advisers (AFA)
Financial Planning Association of Australia (FPA)
Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • BENJAMIN WILLIAM STEVENS
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Managed Investment Schemes MDA Service
  • ·
  • Retirement Savings Account
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Advanced Diploma in Financial Services (Financial Planning) Tribeca Learning (Aust) Pty Ltd
Advanced Diploma in Financial Services (Financial Planning) Tribeca Learning (Aust) Pty Ltd
Certificate IV in Small Business Management Brace Education Training
Certificate IV in Small Business Management Brace Education Training Employment
Certified Financial Planning Financial Planning Association of Australia
Certified Financial Planning Financial Planning Asssociation of Australia
Diploma Financial Services (Financial Planning) Tribeca Learning (Aust) Pty Ltd
Diploma of Financial Services (Financial Planning) Tribeca Learning (Aust) Pty Ltd
Self Managed Super Funds Kaplan Education Pty Ltd
Self Managed Superannuation Funds Kaplan Education Pty Ltd

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000498843 OLD COLD GOLD PTY LTD
Licence controlled by: Benjamin William STEVENS
2017-08-15 - OLD COLD GOLD PTY LTD
000291389 GOLD FINANCIAL PTY LTD 2012-07-02 - 2017-08-10 BEN STEVENS
000227232 COUNT FINANCIAL LIMITED
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA
2010-09-14 - 2012-06-21 BEN STEVENS

Licensee Information

Licence Name OLD COLD GOLD PTY LTD
Licence Number 000498843

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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.