Benjamin James Mcgrath – Financial Adviser

Adviser identifying number: 337146
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2005

Name of the licence holder: MAGNITUDE GROUP PTY LTD
Licence number: 221557
Licensee’s ABN: 54086266202
Licence controlled by: WESTPAC BANKING CORPORATION

The date the Financial Adviser commenced the appointment: 13/05/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: INNOVATIVE FINANCIAL SOLUTIONS (QLD) PTY LTD
Authorised Representative identifying number: 343003
Authorised Representative’s ABN: 26139788159

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:

  • Advanced Diploma Financial Services (Financial Planning) – Kaplan Professional Education
  • Bachelor of International Business – Griffith University
  • Diploma Of Financial Services (Financial Planning) – Kaplan Education Pty Ltd
  • Margin Lending and Geared Investments – Kaplan Professional Education
  • Self Managed Superannuation Funds – Kaplan Professional

Relevant memberships of professional bodies or industry associations:

Benjamin James Mcgrath is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit 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
  • Securities
  • Superannuation
  • Margin Lending Facility / Standard Margin Lending Facility