Benjamin Graham – Financial Adviser

Adviser identifying number: 1000590
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2006

Name of the licence holder: GRAHAM FINANCIAL PTY LTD
Licence number: 327520
Licensee’s ABN: 40099693606
Licence controlled by:

The date the Financial Adviser commenced the appointment: 19/11/2008
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: GRAHAM FINANCIAL PTY LTD
Authorised Representative identifying number: 327520
Authorised Representative’s ABN: 40099693606

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 Engineering (Electrical Engineering) – University of Queensland
• Certified Financial Planner – Financial Planning Association
• Graduate Diploma of Financial Planning – FINSIA
• Senior Associate – FINSIA

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Benjamin Graham is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Derivatives
• Foreign Exchange Contracts
• 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