BENJAMIN GILBERT GRAHAM

Licensee: AFFINITY WEALTH SERVICES PTY LTD

BENJAMIN GILBERT GRAHAM (Adviser# 000342162) 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 July 13, 2015.

Adviser Overview

Register Name Financial Advisers
Adviser Name BENJAMIN GILBERT GRAHAM
Adviser Number 000342162
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2007
Financial Service (AFS) Licence Licence# 000402370
AFFINITY WEALTH SERVICES PTY LTD
Licence ABN 59133479115
Adviser Start Date 2015-07-13
Appointing Representative Name AFFINITY WEALTH SERVICES PTY LTD
Appointing Representative Number 000402370
Appointing Representative ABN 59133479115
Memberships Financial Planning Association of Australia (FPA)
Financial Services Institute of Australasia

Authorisations to provide financial product advice

  • BENJAMIN GILBERT GRAHAM
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Managed Investment Schemes MDA Service
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Engineering The University of Leeds
Certified Financial Planner Financial Planning Association
Graduate Diploma of Financial Planning FINSIA

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000402370 AFFINITY WEALTH SERVICES PTY LTD 2015-07-13 - AFFINITY WEALTH SERVICES PTY LTD
000240019 FIRST STATE SUPER FINANCIAL SERVICES PTY LTD
Licence controlled by: FSS Trustee Corporation
2013-10-21 - 2015-07-03 FIRST STATE SUPER FINANCIAL SERVICES PTY LTD
000243253 FINDEX ADVICE SERVICES PTY LTD
Licence controlled by: FINDEX GROUP LIMITED
2009-10-23 - 2013-09-27 BENJAMIN GILBERT GRAHAM

Licensee Information

Licence Name AFFINITY WEALTH SERVICES PTY LTD
Licence Number 000402370
Licence ABN 59133479115

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
BENJAMIN PAUL HEDLEY HOCKING Affinity Wealth Services Pty Ltd Current 2018-08-20
SULOCHANA KULENDRAN Affinity Wealth Services Pty Ltd Current 2018-05-28
AMANDA RENEE HALSE Affinity Wealth Services Pty Ltd Current 2018-04-18
JILLIAN MARY CLARKE Affinity Wealth Services Pty Ltd Current 2017-10-16
JIAYING TAN Affinity Wealth Services Pty Ltd Current 2017-07-28
SUZANNE CARTER Affinity Wealth Services Pty Ltd Current 2017-07-28
PAUL CLIFFORD HOCKING Affinity Wealth Services Pty Ltd Current 2017-06-30
BRENDON D O'SULLIVAN Affinity Wealth Services Pty Ltd Current 2017-06-30
SHARON DIANE KENNEDY Affinity Wealth Services Pty Ltd Current 2017-06-30
LUKE KENNETH ROBSON Affinity Wealth Services Pty Ltd Ceased 2017-06-30

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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.