Financial Adviser · HOBART, TAS

Benjamin Richard Latham

HOBART, TAS

28 Years experience

Tax advice
authorised

ASIC Registered · ADV 000244986

Currently at

Tassec Financial Planning

Bundall, QLD (firm address)

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Benjamin Richard Latham is a financial adviser based in Hobart, Tasmania, with 28 years of experience in the financial services industry since 1998. Benjamin is currently authorised under Professional Investment Services, operating through Tassec Financial Planning. 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 Graduate Diploma of Financial Planning from Kaplan Higher 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 Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2004

Diploma of Financial Services (Financial Planning)

Tribeca Learning

2016

Tax for Financial Advising Course (DFP5v1)

Kaplan Professional

2017

Advanced Diploma of Financial Planning

Kaplan Professional

2023

Graduate Diploma of Financial Planning

Kaplan Higher Education

2024

Specialist SMSF Course

SuperConcepts & university of Adelaide

Registration History

Professional Investment Services Pty Ltd

Jun 2013 - Present Current

Source: ASIC Financial Advisers Register