Financial Adviser · BUSSELTON, WA

Benjamin Bryant

15 Years experience
Tax advice
authorised
ASIC Registered · ADV 000412101

Benjamin Bryant is a financial adviser based in Busselton, Western Australia, with 15 years of experience in the financial services industry since 2011. Benjamin is currently authorised under Sentry Advice, operating through Hayes Sterling Wealth Advisers. 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 Diploma of Financial Services (Financial Planning) from International Institute of Technology (IIT). Benjamin is a member of The Institute of Chartered Accountants in England and Wales.

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

1987
BA Accounting and Finance
Middlesex University London
2011
Diploma of Financial Services (Financial Planning)
International Institute of Technology (IIT)
2012
RG146 Tier 1 Specialist Margin Lending Course
International Institute of Technology (IIT)
2014
Accredited Aged Care Professional
Aged Care Steps
2015
Principles in Self Managed Superannuation Funds
International Institute of Technology (IIT)
2019
FPC001B Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Higher Education Pty Limited
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
2020
FPC007B Client Engagement Skills
Behavioural Finance - Kaplan Higher Education Pty Limited
2021
FPC005 Estate and Succession Planning
Kaplan Higher Education Pty Limited

Registration History

Mar 2023 - Present Current
Oct 2020 - Present Current
ACN 130 288 578 PTY LTD
Mar 2015 - Sep 2020 Ceased
WEALTHSURE PTY LTD
Sep 2011 - Feb 2015 Ceased

Source: ASIC Financial Advisers Register