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- Financial Advisers Australia (FAA)
- Benjamin Robert James Anderson
Benjamin Robert James Anderson
- Name
- Benjamin Robert James Anderson
- ID
- 412893
- ABN
- –
- First Provided Advice
- 2011
- Restrictions
- Advice on superannuation excludes self managed superannuation funds
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 2011 - Diploma of Financial Services (Financial Planning) - - Intellitrain
- 2012 - Self Managed Superannuation Funds accreditation - - SMSF Strategies
- 2017 - DFP5v2 Tax for Financial Advising - - Kaplan Professional
- 2017 - TASACLv1 Commercial Law - - Kaplan Professional
- 2021 - FPC008 Investment Advice - Other - Kaplan
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
- Synchron Advice Pty Ltd (#243313)
- Commenced
- March 8, 2019
- Ceased
- Jan. 31, 2023
- Status
- Current
- Licence Holder
- Alpine Financial Advice Pty ltd (#541401)
- Commenced
- Feb. 1, 2023
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
- Sept. 16, 2014
- Ceased
- Oct. 20, 2017
- Status
- Ceased
- Licence Holder
- Capstone Financial Planning Pty Ltd (#223135)
- Commenced
- Aug. 3, 2018
- Ceased
- March 7, 2019
- Status
- Ceased
- Licence Holder
- MY Adviser Pty Ltd (#238307)
- Commenced
- Oct. 20, 2011
- Ceased
- Sept. 15, 2014
- Status
- Ceased
- Licence Holder
- Myplanner Professional Services Pty Ltd (#425542)
- Commenced
- Oct. 20, 2017
- Ceased
- Aug. 2, 2018