Financial Adviser
· PROSPECT, SA
Benjamin James Pelentsov
No disciplinary history on record with ASIC
PROSPECT,
SA
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000404272
Benjamin James Pelentsov is a financial adviser based in Prospect, South Australia, with 19 years of experience in the financial services industry since 2007. Benjamin is currently authorised under Matrix Planning Solutions Limited, operating through Matrix Planning Solutions. 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 Bachelor of Finance from University of Adelaide.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Authorised to provide tax financial advice services
Qualifications and Training
2006
Bachelor of Finance
University of Adelaide
2010
Graduate Diploma of Applied Finance
Kaplan Higher Education
2023
Ethics and Professionalism in Financial Advice Course (FPC002B)
Ethics - Kaplan Higher Education
Registration History
Not authorised to provide personal advice on SMSF, Standard Margin Lending
SECURITOR FINANCIAL GROUP PTY LIMITED
Excluding Self Managed Superannuation Funds
GWM ADVISER SERVICES PTY LTD
Source: ASIC Financial Advisers Register