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- Financial Advisers Australia (FAA)
- Benjamin Travers
Benjamin Travers
- Name
- Benjamin Travers
- ID
- 239501
- ABN
- –
- First Provided Advice
- 2003
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 2002 - Bachelor of Commerce (Accounting) - - Macquarie University
- 2004 - Diploma of Financial Planning - - Deakin University
- 2012 - Certified Financial Planner CFP - - Financial Planning Association of Australia
- 2012 - Diploma of Financial Services - - Pinnacle Financial Services Academy
- 2019 - Master of Financial Planning & Ethics and Professionalism in Financial Advice - Other - 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
- Infinity Management Pty Ltd (#481586)
- Commenced
- June 1, 2020
- Ceased
- July 31, 2022
- Status
- Ceased
- Licence Holder
- Perpetual Trustee Company Limited (#236643)
- Commenced
- June 12, 2019
- Ceased
- March 6, 2020
- Status
- Ceased
- Licence Holder
- Prosperity Wealth Advisory Services Pty Ltd (#533675)
- Commenced
- Aug. 2, 2022
- Ceased
- Aug. 3, 2022
- Status
- Current
- Licence Holder
- Prosperity Wealth Advisory Services Pty ltd (#533675)
- Commenced
- Aug. 4, 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
- Apt Wealth Partners Pty Ltd (#436121)
- Commenced
- Feb. 23, 2015
- Ceased
- Dec. 11, 2015
- Status
- Ceased
- Licence Holder
- Citigroup Pty Limited (#238098)
- Commenced
- July 18, 2013
- Ceased
- Feb. 12, 2015
- Status
- Ceased
- Licence Holder
- Genesys Wealth Advisers Pty Limited (#232686)
- Commenced
- Jan. 25, 2007
- Ceased
- July 30, 2010
- Status
- Ceased
- Licence Holder
- Investment Gateway Pty Ltd (#239117)
- Commenced
- Jan. 3, 2011
- Ceased
- July 8, 2011
- Status
- Ceased
- Licence Holder
- Pitcher Partners Wealth Management Pty Ltd (#357636)
- Commenced
- Jan. 11, 2017
- Ceased
- June 6, 2019
- Status
- Ceased
- Licence Holder
- Primestock Securities Limited (#239180)
- Commenced
- Jan. 11, 2016
- Ceased
- Dec. 23, 2016
- Status
- Ceased
- Licence Holder
- RI Advice Group Pty Ltd (#238429)
- Commenced
- Aug. 5, 2010
- Ceased
- Dec. 6, 2010
- Status
- Ceased
- Licence Holder
- Whittaker Macnaught Pty. Ltd. (#246519)
- Commenced
- July 11, 2011
- Ceased
- June 28, 2013