You are here
Financial Advisers: BENJAMIN TRAVERS Information
This is the detailed information about BENJAMIN TRAVERS, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000239501, the year the Financial Adviser first provided advice is 2003 (YYYY), the name of the register the record belongs to Financial Advisers. This data update on: 2020-10-28 16:55:16.
Financial Adviser Number: 000239501
Financial Adviser Name: BENJAMIN TRAVERS
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 2003
-
Financial Adviser Status: CeasedName of the licence holder: APT WEALTH PARTNERS PTY LTDLicence Number: 000436121Licence ABN: 49159583847The company(ies) or people who control the licensee's business: APT WEALTH HOLDINGS PTY LTD ~ NUT Holdings Pty Ltd ATF NUT Unit Trust [Date Ceased: 2020-06-02]The date the Financial Adviser commenced the appointment: 2015-02-23The date the Financial Adviser ceased the appointment: 2015-12-11Authorised Representative Name: APT WEALTH PARTNERS PTY LTDAuthorised Representative Number: 000436121Rep Appointed ABN: 49159583847Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Commerce (Accounting) - Macquarie University ~ Certified Financial Planner CFP - Financial Planning Association of Australia ~ Diploma of Financial Planning - Deakin University ~ Diploma of Financial Services - Pinnacle Financial Services Academy ~ Master of Financial Planning & Ethics and Professionalism in Financial Advice - Kaplan ProfessionalProvides details on the qualifications the adviser has completed that are FASEA approved: 2019 - Master of Financial Planning & Ethics and Professionalism in Financial Advice - Other - Kaplan ProfessionalProvides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA)
-
Financial Adviser Status: CeasedName of the licence holder: PITCHER PARTNERS WEALTH MANAGEMENT PTY LTDLicence Number: 000357636Licence ABN: 96142456559The company(ies) or people who control the licensee's business: Pitcher Partners BrisbaneThe date the Financial Adviser commenced the appointment: 2017-01-11The date the Financial Adviser ceased the appointment: 2019-06-06Authorised Representative Name: PITCHER PARTNERS WEALTH MANAGEMENT PTY LTDAuthorised Representative Number: 000357636Rep Appointed ABN: 96142456559Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Commerce (Accounting) - Macquarie University ~ Certified Financial Planner CFP - Financial Planning Association of Australia ~ Diploma of Financial Planning - Deakin University ~ Diploma of Financial Services - Pinnacle Financial Services Academy ~ Master of Financial Planning & Ethics and Professionalism in Financial Advice - Kaplan ProfessionalProvides details on the qualifications the adviser has completed that are FASEA approved: 2019 - Master of Financial Planning & Ethics and Professionalism in Financial Advice - Other - Kaplan ProfessionalProvides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA)
-
Financial Adviser Status: CeasedName of the licence holder: PRIMESTOCK SECURITIES LIMITEDLicence Number: 000239180Licence ABN: 67089676068The date the Financial Adviser commenced the appointment: 2016-01-11The date the Financial Adviser ceased the appointment: 2016-12-23Authorised Representative Name: PRIMESTOCK SECURITIES LIMITEDAuthorised Representative Number: 000239180Rep Appointed ABN: 67089676068Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Commerce (Accounting) - Macquarie University ~ Certified Financial Planner CFP - Financial Planning Association of Australia ~ Diploma of Financial Planning - Deakin University ~ Diploma of Financial Services - Pinnacle Financial Services Academy ~ Master of Financial Planning & Ethics and Professionalism in Financial Advice - Kaplan ProfessionalProvides details on the qualifications the adviser has completed that are FASEA approved: 2019 - Master of Financial Planning & Ethics and Professionalism in Financial Advice - Other - Kaplan ProfessionalProvides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA)
-
Financial Adviser Status: CeasedName of the licence holder: WHITTAKER MACNAUGHT PTY. LTD.Licence Number: 000246519Licence ABN: 96009793971The date the Financial Adviser commenced the appointment: 2011-07-11The date the Financial Adviser ceased the appointment: 2013-06-28Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Commerce (Accounting) - Macquarie University ~ Certified Financial Planner CFP - Financial Planning Association of Australia ~ Diploma of Financial Planning - Deakin University ~ Diploma of Financial Services - Pinnacle Financial Services Academy ~ Master of Financial Planning & Ethics and Professionalism in Financial Advice - Kaplan ProfessionalProvides details on the qualifications the adviser has completed that are FASEA approved: 2019 - Master of Financial Planning & Ethics and Professionalism in Financial Advice - Other - Kaplan ProfessionalProvides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA)
-
Financial Adviser Status: CeasedName of the licence holder: GENESYS WEALTH ADVISERS LIMITEDLicence Number: 000232686Licence ABN: 20060778216The company(ies) or people who control the licensee's business: AMP LIMITEDThe date the Financial Adviser commenced the appointment: 2007-01-25The date the Financial Adviser ceased the appointment: 2010-07-30Authorised Representative Name: BENJAMIN TRAVERSAuthorised Representative Number: 000239501Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Commerce (Accounting) - Macquarie University ~ Certified Financial Planner CFP - Financial Planning Association of Australia ~ Diploma of Financial Planning - Deakin University ~ Diploma of Financial Services - Pinnacle Financial Services Academy ~ Master of Financial Planning & Ethics and Professionalism in Financial Advice - Kaplan ProfessionalProvides details on the qualifications the adviser has completed that are FASEA approved: 2019 - Master of Financial Planning & Ethics and Professionalism in Financial Advice - Other - Kaplan ProfessionalProvides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA)
-
Financial Adviser Status: CeasedName of the licence holder: INVESTMENT GATEWAY PTY LTDLicence Number: 000239117Licence ABN: 91090411537The company(ies) or people who control the licensee's business: MAP FUNDS MANAGEMENT PTY LTDThe date the Financial Adviser commenced the appointment: 2011-01-03The date the Financial Adviser ceased the appointment: 2011-07-08Authorised Representative Name: BENJAMIN TRAVERSAuthorised Representative Number: 000239501Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Commerce (Accounting) - Macquarie University ~ Certified Financial Planner CFP - Financial Planning Association of Australia ~ Diploma of Financial Planning - Deakin University ~ Diploma of Financial Services - Pinnacle Financial Services Academy ~ Master of Financial Planning & Ethics and Professionalism in Financial Advice - Kaplan ProfessionalProvides details on the qualifications the adviser has completed that are FASEA approved: 2019 - Master of Financial Planning & Ethics and Professionalism in Financial Advice - Other - Kaplan ProfessionalProvides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA)
-
The sub type of the Financial Adviser: Financial AdviserFinancial Adviser Status: CeasedName of the licence holder: PERPETUAL TRUSTEE COMPANY LIMITEDLicence Number: 000236643Licence ABN: 42000001007The company(ies) or people who control the licensee's business: PERPETUAL LIMITEDThe date the Financial Adviser commenced the appointment: 2019-06-12The date the Financial Adviser ceased the appointment: 2020-03-06Authorised Representative Name: PERPETUAL TRUSTEE COMPANY LIMITEDAuthorised Representative Number: 000236643Rep Appointed ABN: 42000001007Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Commerce (Accounting) - Macquarie University ~ Certified Financial Planner CFP - Financial Planning Association of Australia ~ Diploma of Financial Planning - Deakin University ~ Diploma of Financial Services - Pinnacle Financial Services Academy ~ Master of Financial Planning & Ethics and Professionalism in Financial Advice - Kaplan ProfessionalProvides details on the qualifications the adviser has completed that are FASEA approved: 2019 - Master of Financial Planning & Ethics and Professionalism in Financial Advice - Other - Kaplan ProfessionalProvides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA)
-
Financial Adviser Status: CeasedName of the licence holder: RI ADVICE GROUP PTY LTDLicence Number: 000238429Licence ABN: 23001774125The company(ies) or people who control the licensee's business: IOOF HOLDINGS LTD ~ AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED [Date Ceased: 2018-10-05]The date the Financial Adviser commenced the appointment: 2010-08-05The date the Financial Adviser ceased the appointment: 2010-12-06Authorised Representative Name: BENJAMIN TRAVERSAuthorised Representative Number: 000239501Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Commerce (Accounting) - Macquarie University ~ Certified Financial Planner CFP - Financial Planning Association of Australia ~ Diploma of Financial Planning - Deakin University ~ Diploma of Financial Services - Pinnacle Financial Services Academy ~ Master of Financial Planning & Ethics and Professionalism in Financial Advice - Kaplan ProfessionalProvides details on the qualifications the adviser has completed that are FASEA approved: 2019 - Master of Financial Planning & Ethics and Professionalism in Financial Advice - Other - Kaplan ProfessionalProvides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA)
-
Financial Adviser Status: CeasedName of the licence holder: CITIGROUP PTY LIMITEDLicence Number: 000238098Licence ABN: 88004325080The company(ies) or people who control the licensee's business: Citi Investments Bahamas Limited ~ Citi Overseas Holdings Bahamas LimitedThe date the Financial Adviser commenced the appointment: 2013-07-18The date the Financial Adviser ceased the appointment: 2015-02-12Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Commerce (Accounting) - Macquarie University ~ Certified Financial Planner CFP - Financial Planning Association of Australia ~ Diploma of Financial Planning - Deakin University ~ Diploma of Financial Services - Pinnacle Financial Services Academy ~ Master of Financial Planning & Ethics and Professionalism in Financial Advice - Kaplan ProfessionalProvides details on the qualifications the adviser has completed that are FASEA approved: 2019 - Master of Financial Planning & Ethics and Professionalism in Financial Advice - Other - Kaplan ProfessionalProvides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA)
-
The sub type of the Financial Adviser: Financial AdviserFinancial Adviser Status: CurrentName of the licence holder: INFINITY MANAGEMENT PTY LTDLicence Number: 000481586The company(ies) or people who control the licensee's business: Andrew MASSONThe date the Financial Adviser commenced the appointment: 2020-06-01Authorised Representative Name: INFINITY MANAGEMENT PTY LTDAuthorised Representative Number: 000481586Fin Deposit and Payment Products/Non-basic Deposit Products: 1Fin Government Debentures, Stocks or Bonds: 1Fin Life Products/Investment Life Insurance Products: 1Fin Life Products/Life Risk Insurance Products: 1Fin Managed Investment Schemes, including IDPS: 1Fin Securities: 1Fin Superannuation: 1Fin Margin Lending Facility/Standard Margin Lending Facility: 1Fin Margin Lending Facility/Non-Standard Margin Lending Facility: 0Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Commerce (Accounting) - Macquarie University ~ Certified Financial Planner CFP - Financial Planning Association of Australia ~ Diploma of Financial Planning - Deakin University ~ Diploma of Financial Services - Pinnacle Financial Services Academy ~ Master of Financial Planning & Ethics and Professionalism in Financial Advice - Kaplan ProfessionalProvides details on the qualifications the adviser has completed that are FASEA approved: 2019 - Master of Financial Planning & Ethics and Professionalism in Financial Advice - Other - Kaplan ProfessionalProvides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA)
Data Dictionary
The company(ies) or people who control the licensee's business: They can sometimes be a majority shareholder or able to control votes at meetings or board composition.
Disciplinary action type: Disciplinary action type. ASIC has regulatory powers in relation to financial advisers and can ban individuals from providing financial product advice.
Fin, e.g: Fin Carbon Credits/Carbon Unit, means Provide Financial Product Advice - Carbon Credits/Carbon Unit. The following logic is applied to product authorisation codes. IF Financial Adviser is authorised to provide advice on this product AND their status equals current THEN show 1 ELSE show null. Product Authorisations are for current Financial Advisers only, null values are used for ceased Financial Advisers.
If more than one entry exists they will be concatenated together and separated by a tilde.