BENJAMIN ROBERT JAMES ANDERSON (Adviser# 000412893) 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 3, 2018.
| Register Name | Financial Advisers |
| Adviser Name | BENJAMIN ROBERT JAMES ANDERSON |
| Adviser Number | 000412893 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2011 |
| Financial Service (AFS) Licence |
Licence# 000223135 CAPSTONE FINANCIAL PLANNING PTY LTD |
| Licence ABN | 24093733969 |
| Adviser Start Date | 2018-08-03 |
| Appointing Representative Name | MAZE FINANCIAL PLANNING PTY LTD |
| Appointing Representative Number | 001259462 |
| Appointing Representative ABN | 82621627781 |
| Memberships | Association of Financial Advisers (AFA) |
| Further Restrictions | This authorised representative is only authorised to give class of product advice in relation to Securities. |
|
| Qualification / Degree | Institute / School |
|---|---|
| DFP5v2 Tax for Financial Advising | Kaplan Professional |
| Diploma of Financial Services (Financial Planning) | Intellitrain |
| Self Managed Superannuation Funds accreditation | SMSF Strategies |
| TASACLv1 Commercial Law | Kaplan Professional |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000223135 |
CAPSTONE FINANCIAL PLANNING PTY LTD
Further restrictions: This authorised representative is only authorised to give class of product advice in relation to Securities. |
2018-08-03 - | MAZE FINANCIAL PLANNING PTY LTD |
| 000425542 |
MYPLANNER PROFESSIONAL SERVICES PTY LTD
Further restrictions: Advice on superannuation excludes self managed superannuation funds |
2017-10-20 - 2018-08-02 | MYPLANNER PROFESSIONAL SERVICES PTY LTD |
| 000345905 |
MYPLANNER AUSTRALIA PTY LTD
Further restrictions: Authorised to provide personal financial product advice to retail clients on Managed Investment Schemes MDA Services |
2014-09-16 - 2017-10-20 | MYPLANNER AUSTRALIA PTY LTD |
| 000238307 | MY ADVISER PTY LTD | 2011-10-20 - 2014-09-15 | BENJAMIN ROBERT JAMES ANDERSON |
| Licence Name | CAPSTONE FINANCIAL PLANNING PTY LTD |
| Licence Number | 000223135 |
| Licence ABN | 24093733969 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| BRETT DAVID GRAHAM | Capstone Financial Planning Pty Ltd | Current | 2018-08-03 |
| ROHAN BENSTEAD | Capstone Financial Planning Pty Ltd | Current | 2018-07-26 |
| PATRICIA LOUISE HALE | Capstone Financial Planning Pty Ltd | Current | 2018-07-16 |
| MAYA JAYARAJAN | Capstone Financial Planning Pty Ltd | Current | 2018-07-15 |
| JOHN PATRICK ATHY | Capstone Financial Planning Pty Ltd | Current | 2018-07-07 |
| ELIZABETH HATTON | Capstone Financial Planning Pty Ltd | Current | 2018-07-07 |
| NEIL JAMES RISPIN | Capstone Financial Planning Pty Ltd | Current | 2018-07-02 |
| KIRSTY ELIZABETH RISPIN | Capstone Financial Planning Pty Ltd | Current | 2018-07-02 |
| KATRINA GAY | Capstone Financial Planning Pty Ltd | Current | 2018-07-01 |
| VITO D'ALESSANDRI | Capstone Financial Planning Pty Ltd | Current | 2018-07-01 |
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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.