Benjamin Stone – Financial Adviser

Adviser identifying number: 1242803
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016

Name of the licence holder: INTERPRAC FINANCIAL PLANNING PTY LTD
Licence number: 246638
Licensee’s ABN: 14076093680
Licence controlled by: INTERPRAC LTD.

The date the Financial Adviser commenced the appointment: 07/06/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: BND FINANCIAL PTY LTD
Authorised Representative identifying number: 1242800
Authorised Representative’s ABN: 75612739689

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:

  • Advanced Diploma of Financial Services (Financial Planning) – Kaplan
  • Bachelor of Commerce (Accounting and Financial Planning) – Deakin

Relevant memberships of professional bodies or industry associations:

  • Association of Independently Owned Financial Professionals (AIOFP)
  • Institute of Public Accountants (IPA)

Benjamin Stone 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
  • Retirement Savings Account Products
  • Securities
  • Superannuation
  • Margin Lending Facility / Standard Margin Lending Facility