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  3. Benjamin James Russell Waite

Benjamin James Russell Waite

Name
Benjamin James Russell Waite
ID
1004141
ABN
–
First Provided Advice
2009

Qualifications

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

  • 2006 - Advance Diploma of Superannuation Management - Advanced Diploma (AQF 6) - ASFA
  • 2009 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Pinnacle Financial Services Academy
  • 2013 - Advanced Self Managed Super Funds Program - Other - Kaplan Professional
  • 2013 - Certified Financial Technician - Professional Designations - International Federation of Technical Analyst
  • 2013 - Master of Applied Finance - Masters Degree (AQF 9) - Kaplan Professional
  • 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
  • 2025 - Commercial Law - Other - Kaplan Professional
  • 2025 - Tax for Financial Advising - Other - Kaplan Professional

Memberships

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

Licencee

Status
Ceased
Licence Holder
Affinia Financial Advisers Pty Ltd (#237857)
Commenced
Nov. 24, 2022
Ceased
Jan. 31, 2024
Status
Ceased
Licence Holder
Height Capital Management Pty Ltd (#500656)
Commenced
March 3, 2025
Ceased
Oct. 3, 2025
Status
Ceased
Licence Holder
Mercer Financial Advice (australia) Pty Ltd (#411766)
Commenced
Nov. 29, 2019
Ceased
Sept. 1, 2021
Status
Ceased
Licence Holder
Rsm Financial Services Australia Pty Ltd (#238282)
Commenced
Sept. 13, 2021
Ceased
Nov. 2, 2022
Status
Ceased
Licence Holder
Salt Financial Group Afsl Pty Ltd (#552088)
Commenced
Feb. 1, 2024
Ceased
Aug. 9, 2024
Status
Ceased
Licence Holder
Synstrat Management Pty. Ltd. (#227169)
Commenced
Sept. 12, 2024
Ceased
Jan. 7, 2025
Status
Current
Licence Holder
Spark Advisors Australia Pty ltd (#380552)
Commenced
Oct. 29, 2025

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
Amp Superannuation Pty Limited (#233060)
Commenced
March 2, 2009
Ceased
Aug. 23, 2010
Status
Ceased
Licence Holder
National Australia Bank Limited (#230686)
Commenced
Oct. 4, 2010
Ceased
Nov. 11, 2019