Financial Adviser
· ADELAIDE, SA
Benjamin Tavis Sutherland
No disciplinary history on record with ASIC
ADELAIDE,
SA
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000388182
Benjamin Tavis Sutherland is a financial adviser based in Adelaide, South Australia, with 16 years of experience in the financial services industry since 2010. Benjamin is currently authorised under Halpin Wealth Partners. 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 Advanced Diploma of Financial Planning from Mentor Education. 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
Authorised to provide tax financial advice services
Qualifications and Training
2010
Diploma of Financial Services (Financial Planning)
Mentor Education
2017
Advanced Diploma of Financial Planning
Mentor Education
2018
Self Managed Superannuation Fund Advisor (Personal Adviser)
Mentor Education
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional Education
Registration History
MAGNITUDE GROUP PTY LTD
GWM ADVISER SERVICES PTY LTD
GWM ADVISER SERVICES PTY LTD
Source: ASIC Financial Advisers Register