Benjamin Adair Black – Financial Adviser

Adviser identifying number: 332466
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2001

Name of the licence holder: EXECUTIVE WEALTH MANAGEMENT FINANCIAL SERVICES PTY LIMITED
Licence number: 245451
Licensee’s ABN: 38078629973
Licence controlled by: IOOF HOLDINGS LTD

The date the Financial Adviser commenced the appointment: 07/01/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: EXECUTIVE WEALTH MANAGEMENT FINANCIAL SERVICES PTY LIMITED
Authorised Representative identifying number: 245451
Authorised Representative’s ABN: 38078629973

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:

  • Diploma of Financial Markets – Securities Institute of Australia
  • Graduate Diploma of Applied Finance and Investment – FINSIA
  • Master of Applied Finance – Major in Financial Planning – Kaplan Professional Education

Relevant memberships of professional bodies or industry associations:

  • Financial Planning Association of Australia (FPA)
  • SMSF Association

Benjamin Adair Black is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • 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