Financial Adviser · WEST PERTH, WA

Benjamin Paul Devenish

30 Years experience

Tax advice
authorised

ASIC Registered · ADV 001003028

Currently at

The Trustee For Vantage Wealth Management Unit Trust

West Perth, WA

View firm profile

Benjamin Paul Devenish is a financial adviser based in West Perth, Western Australia, with 30 years of experience in the financial services industry since 1996. Benjamin is currently authorised under Vwm Financial Services, operating through The Trustee For Vantage Wealth Management Unit Trust. 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 CFP Certification Program from Financial Planning Association of Australia (FPA). Benjamin is a member of Financial Advice Association of Australia (FAAA).

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

1991

Bachelor of Economics

University of Western Australia

1997

Graduate Diploma in Applied Finance and Investment

Securities Institute of Australia

1998

CFP Certification Program

Financial Planning Association of Australia (FPA)

1998

Diploma of Financial Planning

Deakin University

2011

SPAA SMSF Specialist Adviser (SSA)

Self Managed Super Fund Association

2021

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education

Registration History

Vwm Financial Services Pty Ltd

Mar 2018 - Present Current

Shadforth Financial Group Limited

Dec 2009 - Oct 2017 Ceased

Source: ASIC Financial Advisers Register