Financial Adviser
· MELBOURNE, VIC
Benjamin Dunlop
No disciplinary history on record with ASIC
MELBOURNE,
VIC
12
Years experience
ASIC Registered · ADV 001002007
Benjamin Dunlop is a financial adviser based in Melbourne, Victoria, with 12 years of experience in the financial services industry since 2014. Benjamin is currently authorised under Legal Super. Benjamin holds authorisations to advise on superannuation. Benjamin's qualifications include a Bachelor of Business (Applied Economics and Finance) from RMIT University.
Authorised to Advise On
Superannuation
Restrictions: legalsuper representatives are limited to providing financial product advice on legalsuper products and general superannuation matters.
Qualifications and Training
2012
Bachelor of Business (Applied Economics and Finance)
RMIT University
2014
Diploma of Financial Planning
Kaplan Professional Education
2020
Graduate Diploma of Financial Planning
Kaplan Professional
2022
TFAv1 Tax for Financial Advising
Kaplan Professional
Registration History
legalsuper representatives are limited to providing financial product advice on legalsuper products and general superannuation matters.
IFS authorises the Adviser to provide Personal Advice, General Advice and Deal In financial products only in relation to the following advice topics as defined in IFS guidance: Limited - (a) Member Investment Choice (b) Contributions into superannuation (c) Insurance within superannuation (d) Planning for retirement (e) Transition to Retirement
Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.
VICSUPER PTY LTD
VicSuper representatives are limited to providing financial product advice on VicSuper products; ESSSuper - Revised, New, SERB and Transport Schemes; providing advice on whether a member should consolidate or roll over their superannuation holdings into VicSuper (excluding personal advice on self-managed superannuation funds); and general superannuation matters.
Source: ASIC Financial Advisers Register