Financial Adviser · BUNDABERG WEST, QLD

Joanne Rose Benny

BUNDABERG WEST, QLD

15 Years experience

Tax advice
authorised

ASIC Registered · ADV 000409927

Currently at

Akumin Financial Planning

Sydney, NSW (firm address)

View firm profile

Joanne Rose Benny is a financial adviser based in Bundaberg West, Queensland, with 15 years of experience in the financial services industry since 2011. Joanne is currently authorised under Akumin Financial Planning. Joanne holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Joanne's qualifications include a Certified Financial Planner from Financial Planning Association of Australia (FPA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2011

Diploma of Financial Services (Financial Planning)

Kaplan Higher Education Pty Limited

2012

Bachelor of Accounting

Central Queensland University

2013

Self Managed Superannuation Funds

University of Adelaide

2021

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

2022

Certified Financial Planner

Financial Planning Association of Australia (FPA)

2025

Accredited Aged Care Professional

Aged Care Steps

Registration History

Akumin Financial Planning Pty Limited

Aug 2011 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register