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