Financial Adviser
· SYDNEY, NSW
Benjamin Peters
No disciplinary history on record with ASIC
SYDNEY,
NSW
24
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000291674
Benjamin Peters is a financial adviser based in Sydney, New South Wales, with 24 years of experience in the financial services industry since 2002. Benjamin is currently authorised under E.f.d.b. Benjamin holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Benjamin's qualifications include a Graduate Diploma of Financial Planning from Kaplan Professional. Benjamin is a member of Association of Independently Owned Financial Professionals (AIOFP) and TAI Practitioners & Advisers Ltd.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2003
Advanced Diploma of Financial Planning
FPA
2003
Diploma of Financial Planning
Deakin University
2006
Self Managed Superannuation Funds
Tribeca
2010
Margin Lending and Geared Investments
Kaplan Professionals
2022
Graduate Diploma of Financial Planning
Kaplan Professional