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

Memberships

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

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