Benjamin Evans Fitch – Financial Adviser
Adviser identifying number: 441749
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2013
Name of the licence holder: SENTRY FINANCIAL SERVICES PTY LTD
Licence number: 286786
Licensee’s ABN: 30113531034
Licence controlled by: SENTRY GROUP PTY LTD
The date the Financial Adviser commenced the appointment: 20/08/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: IMPACT FINANCIAL PLANNING SOLUTIONS PTY LTD
Authorised Representative identifying number: 1234673
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:
- Accredited Aged Care Professional – Aged Care Steps
- Bachelor of Business (Accountancy) – Queensland University of Technology
- Diploma of Financial Planning – International Institute of Technology
- Margin Lending – International Institute of Technology
- Self Managed Superannuation Funds – International Institute of Technology
Relevant memberships of professional bodies or industry associations:
- CPA Australia (CPA)
- Tax Practitioners Board (TPB)
Benjamin Evans Fitch 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