Benjamin John Stokes – Financial Adviser
Adviser identifying number: 1248217
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2011
Name of the licence holder: SECURITY NATIONAL FINANCIAL SERVICES PTY. LTD.
Licence number: 244565
Licensee’s ABN: 54007375420
Licence controlled by:
The date the Financial Adviser commenced the appointment: 27/09/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SECURITY NATIONAL FINANCIAL SERVICES PTY. LTD.
Authorised Representative identifying number: 244565
Authorised Representative’s ABN: 54007375420
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 Commerce – The University Of Melbourne
- Certificate of Public Practice – The Institute of Chartered Accountants
- Chartered Tax Adviser CTA – The Tax Institute
- Diploma of Financial Services (Financial Planning) – The Investment Banking Institute
- SMSF Specialist Advisor – Self Managed Super Fund Association
Relevant memberships of professional bodies or industry associations: Chartered Accountants Australia and New Zealand (CA)
Benjamin John Stokes is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Superannuation