Financial Adviser
· EAST VICTORIA PARK, WA
Ben Charles Taylor Wauchope
No disciplinary history on record with ASIC
EAST VICTORIA PARK,
WA
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000467194
Ben Charles Taylor Wauchope is a financial adviser based in East Victoria Park, Western Australia, with 12 years of experience in the financial services industry since 2014. Ben is currently authorised under Cobalt Advisers, operating through Wealth Health Advice. Ben holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Ben's qualifications include a Bachelor of Commerce from The University of Western Australia.
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
2013
Bachelor of Commerce
The University of Western Australia
2014
Diploma of Financial Planning
Kaplan Professional
2017
Advanced Diploma of Financial Planning
Kaplan Professional
2018
Margin Lending
Other - Kaplan
2018
Self Managed Superannuation Funds
Kaplan
2020
FPC002B
Bridging Course - Ethics - Kaplan Professional
2021
TASA 2009 and the Code of Professional Conduct
The Tax Institute
Registration History
NEO FINANCIAL SOLUTIONS PTY LTD
NEO FINANCIAL SOLUTIONS PTY LTD
Restricted from giving advice in Self Managed Superannuation Funds
Source: ASIC Financial Advisers Register