Financial Adviser
· DOCKLANDS, VIC
Benjamin Michael Holian
No disciplinary history on record with ASIC
DOCKLANDS,
VIC
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001002048
Benjamin Michael Holian is a financial adviser based in Docklands, Victoria, with 21 years of experience in the financial services industry since 2005. Benjamin is currently authorised under Ccafp Wealth, operating through Cca 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 Certified Financial Planner (CFP) Education Program from Financial Planning Association of Australia. 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
2003
Bachelor of Business (Economics and Finance)
RMIT University
2007
Certified Financial Planner (CFP) Education Program
Financial Planning Association of Australia
2007
Diploma of Financial Planning
Kaplan
2019
Ethics and Professionalism in Financial Advice (FPC002B)
Ethics - Kaplan