Financial Adviser · MILTON, QLD

Ben Thomas Marlow

9 Years experience
Tax advice
authorised
ASIC Registered · ADV 001260299
Currently at
Bundall, QLD

Ben Thomas Marlow is a financial adviser based in Milton, Queensland, with 9 years of experience in the financial services industry since 2017. Ben is currently authorised under Alliance Wealth, operating through Direct Wealth. Ben holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Ben's qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2015
Diploma of Financial Planning
Monarch Institute
2019
Commercial Law Course
Kaplan Professional
2019
Tax for Financial Advising Course
Kaplan Professional
2024
Graduate Diploma of Financial Planning
Kaplan Higher Education

Registration History

Nov 2021 - Present Current
Jul 2024 - May 2025 Ceased
WEALTH TRAIL PTY LTD
Mar 2021 - Nov 2021 Ceased
FINANCIAL SERVICES PARTNERS PTY LIMITED
Jul 2019 - Feb 2021 Ceased
Government Debentures, Stocks or Bonds: Class of product only. Superannuation: Not authorised to provide SMSF advice.
Dec 2018 - Feb 2019 Ceased
BRISTOL STREET FINANCIAL SERVICES PTY LTD
Nov 2017 - Dec 2018 Ceased

Source: ASIC Financial Advisers Register