Financial Adviser
· WEST PERTH, WA
Benjamin Paul Sumner
No disciplinary history on record with ASIC
3
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001298935
Benjamin Paul Sumner is a financial adviser based in West Perth, Western Australia, with 3 years of experience in the financial services industry since 2023. 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 Advice Association Australia. 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
2019
Bachelor of Commerce (Finance & Marketing)
Curtin University
2022
(GDF19) Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Ltd
2024
CFP Certification Program
Financial Advice Association Australia
2024
Master of Financial Planning
Kaplan Higher Education Pty Ltd