Benjamin Stafford Whitwell – Financial Adviser
Adviser identifying number: 264734
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2000
Name of the licence holder: SIRA GROUP PTY LTD
Licence number: 278423
Licensee’s ABN: 15106922641
Licence controlled by: BANNISTER CONSULTING PTY LTD ~ David John Bannister ~ Melanie Kate Bannister
The date the Financial Adviser commenced the appointment: 01/10/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SIRA GROUP PTY LTD
Authorised Representative identifying number: 278423
Authorised Representative’s ABN: 15106922641
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:
- ASX Listed Product Accreditation Course – LPAC Online
- Certified Financial Planner – Deakin University
- Diploma of Financial Planning – Deakin University
- Margin Lending – Kaplan Professional Education
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
Benjamin Stafford Whitwell 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
- Managed Investment Schemes / MDA Services
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility
- Miscellaneous Financial Facility / Miscellaneous Financial Investment Products – MDA Services