Ben Maw

Name
Ben Maw
ID
253314
ABN
First Provided Advice
1999
Restrictions
Superannuation advice includes Self-Managed Superannuation

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

  • 2007 - Advanced Diploma Financial Services (Financial Planning) - - Kaplan Professional
  • 2007 - Listed Product Accreditation Course - - Savings Factory
  • 2011 - Certified Financial Planning - Professional Designations - Deakin University/FPA
  • 2019 - RG 146 Margin Lending facilities - Other - Financial Education Professionals
  • 2024 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Charles Sturt University

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

  • Financial Advice Association of Australia (FAAA)

Licencee

Status
Ceased
Licence Holder
Kam Financial Pty Ltd (#516133)
Commenced
Nov. 26, 2019
Ceased
Nov. 4, 2022
Status
Current
Licence Holder
Bpm Fin Pty ltd (#542821)
Commenced
Nov. 5, 2022

Skills

  • Provide Financial Product Advice - Carbon Credits/Carbon Unit
  • Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
  • Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
  • Provide Financial Product Advice - Derivatives
  • Provide Financial Product Advice - Derivatives/Derivatives - Wool only
  • Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
  • Provide Financial Product Advice - Derivatives/Derivatives - Grain only
  • Provide Financial Product Advice - Foreign Exchange Contracts
  • Provide Financial Product Advice - Government Debentures, Stocks or Bonds
  • Provide Financial Product Advice - Life Products/Investment Life Insurance Products
  • Provide Financial Product Advice - Life Products/Life Risk Insurance Product
  • Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
  • Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
  • Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
  • Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
  • Provide Financial Product Advice - Managed Investment Schemes/MDA Services
  • Provide Financial Product Advice - Retirement Savings Account Products
  • Provide Financial Product Advice - Securities
  • Provide Financial Product Advice - Superannuation
  • Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
  • Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
  • Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
  • Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
  • Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
  • Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
  • Provide Financial Product Advice - FHSA Issued non ADI
  • Old Law Securities Options Contracts and Warrants Securities
  • Old Law Futures Contracts and Warrants
  • Managed Investment Schemes (Registered or Unregistered)
  • Securities – Debentures Managed Investment Schemes
  • All Securities
Status
Ceased
Licence Holder
A.c.n. 140 520 225 Pty Ltd (#345905)
Commenced
May 23, 2016
Ceased
June 27, 2018
Status
Ceased
Licence Holder
Consultum Financial Advisers Pty Ltd (#230323)
Commenced
Sept. 26, 2014
Ceased
May 20, 2016
Status
Ceased
Licence Holder
MY Adviser Pty Ltd (#238307)
Commenced
Feb. 1, 2010
Ceased
Sept. 26, 2014
Status
Ceased
Licence Holder
Myplanner Professional Services Pty Ltd (#425542)
Commenced
June 27, 2018
Ceased
Nov. 25, 2019