Benjamin Dean – Financial Adviser

Adviser identifying number: 1254130
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016

Name of the licence holder: WMS SMSF SERVICES PTY LTD
Licence number: 483182
Licensee’s ABN:
Licence controlled by: WMS GUARDIAN PTY LTD

The date the Financial Adviser commenced the appointment: 24/03/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: WMS SMSF SERVICES PTY LTD
Authorised Representative identifying number: 483182
Authorised Representative’s ABN:

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 Business Commerce – Bond University
• Certificate IV Financial Services (Superannuation) – Kaplan
• SMSF Specialist Module – SMSF Association SPAA

Relevant memberships of professional bodies or industry associations:

• Chartered Accountants Australia and New Zealand (CA)
• SMSF Association

Benjamin Dean is authorised to provide advices on following products:

• Superannuation / Self-Managed Superannuation Fund
• Superannuation / A person’s existing holding in a superannuation product
• Class of Product Advice – Superannuation