- Home
- Financial Advisers Australia (FAA)
- 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 Planning - Advanced Diploma (AQF 6) - Pinnacle Financial Services Academy
- 2013 - Certified Financial Technician - Professional Designations - International Federation of Technical Analyst
- 2013 - Master of Applied Finance - Masters Degree (AQF 9) - Kaplan
- 2015 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia
- 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
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
- Affinia Financial Advisers Limited (#237857)
- Commenced
- Nov. 24, 2022
- Ceased
- Jan. 31, 2024
- 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
- Current
- Licence Holder
- Synstrat Management Pty. Ltd. (#227169)
- Commenced
- Sept. 12, 2024
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