Benjamin Graham Financial Planner Report

Name:
Benjamin Graham

Rep Number:
000224388

Status:
Current

First Advice:
2001

Disciplinary action:
No action

Most Recent Role:
2011-11-11 onwards

Licensee
Name:

Number:
000412370

ABN:
24 117 603 773

Appointed By
Name:
Blue Summit Financial Solutions Pty Ltd

Licence Number:
000412370

ABN:
24 117 603 773

May advise on following product areas:
Non-basic Deposit Products
FHSA Issued non ADI
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Integratec
Advanced Diploma of Financial Services (Financial Planning)
Wollongong University
Bachelor of Commerce
Financial Planning Association
Certified Financial Planner