Benjamin Adams Financial Planner Report

Name:
Benjamin Luke Adams

Rep Number:
000248165

Status:
Current

First Advice:
1997

Disciplinary action:
No action

Most Recent Role:
2004-01-01 onwards

ABN:
51 670 836 514

Licensee
Name:

Number:
000232706

ABN:
89 051 208 327

Controlled By:

Appointed By
Name:
AMP Financial Planning Pty Limited

Licence Number:
000232706

ABN:
89 051 208 327

May advise on following product areas:
Non-basic Deposit Products
Derivatives
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
University of Wollongong
Bachelor of Commerce (Accounting)
TAFE NSW
Certificate IV of Financial Services (Finance/Mortgage Broking Management)
Mortgage & Finance Association of Australia (MFAA)
Diploma of Finance and Mortgage Broking Management
Financial Planning Association (FPA)
Diploma of Financial Planning

Memberships
CFP Certified Financial Planner (FPA)
FPA - Financial Planning Association
LRS - Life Risk Specialist (FPA)
MFAA - Mortgage & Finance Association of Australia