Financial Adviser
· SOUTH PERTH, WA
Ben Wise
No disciplinary history on record with ASIC
17
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001002656
Ben Wise is a financial adviser based in South Perth, Western Australia, with 17 years of experience in the financial services industry since 2009. Ben is currently authorised under Sentry Advice, operating through Ally Wealth Management. 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 Pty Limited.
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
2008
Self Managed Superannuation Funds
Kaplan Education Pty Limited
2010
Margin Lending and Geared Investments
Kaplan Education Pty Limited
2012
Diploma of Financial Planning
Kaplan Education Pty Limited
2018
Graduate Certificate of Financial Planning
Kaplan Higher Education Pty Limited
2022
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited