Benjamin Luke Adams – Financial Adviser
Adviser identifying number: 248165
Status: Current
Adviser’s ABN: 51670836514
The year the Financial Adviser first provided advice: 1997
Name of the licence holder: AMP FINANCIAL PLANNING PTY LIMITED
Licence number: 232706
Licensee’s ABN: 89051208327
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016]
The date the Financial Adviser commenced the appointment: 01/01/2004
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: AMP FINANCIAL PLANNING PTY LIMITED
Authorised Representative identifying number: 000232706
Authorised Representative’s ABN: 89051208327
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 (Accounting) – University of Wollongong
- Certificate IV of Financial Services (Finance/Mortgage Broking Management) – TAFE NSW
- Diploma of Finance and Mortgage Broking Management – Mortgage & Finance Association of Australia (MFAA)
- Diploma of Financial Planning – Financial Planning Association (FPA)
Relevant memberships of professional bodies or industry associations:
- CFP Certified Financial Planner (FPA)
- FPA – Financial Planning Association
- LRS – Life Risk Specialist (FPA)
- MFAA – Mortgage & Finance Association of Australia
Benjamin Luke Adams is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Derivatives
- 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