Financial Adviser
· PORT MACQUARIE, NSW
Benjamin Roy Hollis
No disciplinary history on record with ASIC
PORT MACQUARIE,
NSW
27
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000252610
Benjamin Roy Hollis is a financial adviser based in Port Macquarie, New South Wales, with 27 years of experience in the financial services industry since 1999. Benjamin is currently authorised under Morgans Financial Limited, operating through Morgans Financial. 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 Certified Financial Planner Education Programme from Deakin University. 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
1996
Advanced Certificate in Accounting
TAFE
2002
Diploma of Financial Planning
FPA/ Deakin University
2005
Certified Financial Planner Education Programme
Deakin University
2021
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan