Financial Adviser
· YARRAWONGA, VIC
Benjamin Mark Douglass
No disciplinary history on record with ASIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001241291
Benjamin Mark Douglass is a financial adviser based in Yarrawonga, Victoria, with 11 years of experience in the financial services industry since 2015. Benjamin is currently authorised under Bwm Licence, operating through Belmores Wealth Management. 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 Bachelor of Commerce from The University of Notre Dame Australia. Benjamin is a member of Chartered Accountants Australia and New Zealand (CA ANZ).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2012
Bachelor of Commerce
The University of Notre Dame Australia
2015
Chartered Accountant
Chartered Accountants Australia and New Zealand
2016
Diploma of Financial Planning
Kaplan
2017
Advanced Diploma of Financial Planning
Kaplan
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan