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