Benedict Or – Financial Adviser
Adviser identifying number: 242624
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1998
Name of the licence holder: PROFESSIONAL INVESTMENT SERVICES PTY LTD
Licence number: 234951
Licensee’s ABN: 11074608558
Licence controlled by: CENTREPOINT WEALTH PTY LTD
The date the Financial Adviser commenced the appointment: 28/05/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ESSENCE PLANNING PTY LTD
Authorised Representative identifying number: 439608
Authorised Representative’s ABN: 24163121211
Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:
Address:
Contact phone number:
Working hours:
Relevant qualifications and training:
- Bachelor of Commerce – University of New South Wales
- Generic Financial Planning – FPA
- Managed Investments – FPA
- Risk Management – FPA
- Superannuation and Retirement Planning – FPA
Relevant memberships of professional bodies or industry associations:
- Financial Planning Association of Australia (FPA)
- SMSF Association
Benedict Or is authorised to provide advices on following products:
- Government Debentures, Stocks or Bonds
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Superannuation