Benjamin Buchanan – Financial Adviser

Adviser identifying number: 1002342
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2012

Name of the licence holder: ALLIANCE WEALTH PTY LTD
Licence number: 449221
Licensee’s ABN: 93161647007
Licence controlled by: CENTREPOINT WEALTH PTY LTD

The date the Financial Adviser commenced the appointment: 08/08/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: CB FINANCIAL PTY LTD
Authorised Representative identifying number: 303961
Authorised Representative’s ABN: 84120482313

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 of Financial Planning – Kaplan
  • Bachelor of Accountancy – University of Dundee
  • Certificate IV in Finance and Mortgage Broking – Kaplan
  • Diploma of Financial Services (Financial Planning) – Kaplan
  • Self Managed Superannuation Funds – Kaplan Professional

Relevant memberships of professional bodies or industry associations:

Benjamin Buchanan 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