Tony Bennett Auth Rep 265430
Tony’s mission statement
Tony' two main goals: The first is to build wealth for his clients whether they are Individuals or Corporate, thereby assisting them in improving their quality of life. The second is to develop the most professional financial planning firm in Australia.
Qualifications of your Adviser – Authorised Representative Tony first entered the Financial Services Industry in 1976 when he joined a local bank and progressed to become a lending officer handling the finance for large clubs in northern NSW.
He became a financial planner in 1984 acting as an area manager for Australian Fixed Trusts. In 1987 Tony founded Benwest Investment Services Pty Ltd which obtained its Dealers Licence in February 1988.
Tony completed the Diploma of Financial Planning through Deacon University in 1990 and became a Certified Financial Planner (CFP) in early 2001. He has also completed the Australian Venture Capital Association foundation course.
Tony has been a member of the Financial Planning Association of Australia since 1993.
Tony can advise you on the following -
Tony’s mission statement
Tony' two main goals: The first is to build wealth for his clients whether they are Individuals or Corporate, thereby assisting them in improving their quality of life. The second is to develop the most professional financial planning firm in Australia.
Qualifications of your Adviser – Authorised Representative Tony first entered the Financial Services Industry in 1976 when he joined a local bank and progressed to become a lending officer handling the finance for large clubs in northern NSW.
He became a financial planner in 1984 acting as an area manager for Australian Fixed Trusts. In 1987 Tony founded Benwest Investment Services Pty Ltd which obtained its Dealers Licence in February 1988.
Tony completed the Diploma of Financial Planning through Deacon University in 1990 and became a Certified Financial Planner (CFP) in early 2001. He has also completed the Australian Venture Capital Association foundation course.
Tony has been a member of the Financial Planning Association of Australia since 1993.
Tony can advise you on the following -
- Financial Planning
- Wealth Creation
- Estate Planning
- Retirement Planning
- Tax Planning
- Mortgage Finance
- Insurance
- Managed Funds
- Corporate Advice
- Superannuation and Rollover
- Savings Plans
- Direct Shares
Troy Burns Auth Rep 234806
Qualifications of your Adviser – Authorised Representative
Troy first entered the Financial Services Industry in 1994 has worked for companies such as CBA, Perpetual Funds Management through which time his interest for assisting people and equity markets were developed. Troy became directly involved in financial planning in 2000, in 2001, Troy established his own practice.
Naturally, Troy meets the criteria ASIC sets out in relation to being an Authorised Representative, in his effort to continue to give you the highest level of advice and service, Troy feels it is imperative to continue his professional development by undertaking additional courses as and when they arise.
Troy trades as Selectium Financial Management Pty Ltd of which he is the sole Principal.
Troy can advise you on the following -
Qualifications of your Adviser – Authorised Representative
Troy first entered the Financial Services Industry in 1994 has worked for companies such as CBA, Perpetual Funds Management through which time his interest for assisting people and equity markets were developed. Troy became directly involved in financial planning in 2000, in 2001, Troy established his own practice.
Naturally, Troy meets the criteria ASIC sets out in relation to being an Authorised Representative, in his effort to continue to give you the highest level of advice and service, Troy feels it is imperative to continue his professional development by undertaking additional courses as and when they arise.
Troy trades as Selectium Financial Management Pty Ltd of which he is the sole Principal.
Troy can advise you on the following -
- Financial Planning
- Wealth Creation
- Estate Planning
- Retirement Planning
- Tax Planning
- Mortgage Finance
- Insurance
- Managed Funds
- Corporate Advice
- Superannuation and Rollover
- Savings Plans
- Direct Shares
Liza Caragay Auth Rep 337144
Qualifications of your Adviser – Authorised Representative
Flordeliza Caragay is able to provide financial advice under the FSR and has completed a Diploma of Financial Services with Pinnacle Financial Services. Flordeliza is an Authorised Representative of Benwest, through which she provides financial planning advice. In addition, Flordeliza is a member of the National Institute of Accountants.
Flordeliza can advise you on the following -
Qualifications of your Adviser – Authorised Representative
Flordeliza Caragay is able to provide financial advice under the FSR and has completed a Diploma of Financial Services with Pinnacle Financial Services. Flordeliza is an Authorised Representative of Benwest, through which she provides financial planning advice. In addition, Flordeliza is a member of the National Institute of Accountants.
Flordeliza can advise you on the following -
- Retirement Planning
- Tax Planning
- Insurance
- Superannuation and Rollover
- Savings Plans
Chand Chadha Auth Rep 351551
Warren Chalker Auth Rep 245856
Qualifications of your Adviser – Authorised Representative
Warren Chalker is a Chartered Accountant with over 20 years taxation and small business services experience. He has been providing financial planning services since 1995.
He is a fully accredited Financial Planning Specialist with the Institute of Chartered Accountants.
Warren can advise you on the following -
Qualifications of your Adviser – Authorised Representative
Warren Chalker is a Chartered Accountant with over 20 years taxation and small business services experience. He has been providing financial planning services since 1995.
He is a fully accredited Financial Planning Specialist with the Institute of Chartered Accountants.
Warren can advise you on the following -
- Financial Planning
- Wealth Creation
- Estate Planning
- Retirement Planning
- Tax Planning
- Mortgage Finance
- Managed Funds
- Superannuation and Rollover
- Savings Plans
- Direct Shares
Elley Champion Auth Rep 222739
Rakesh Chand Auth Rep 335595
Efren De Leon Auth Rep 337739
Sonia De Leon Auth Rep 273998
Qualifications of your Adviser – Authorised Representative
Sonia is qualified to provide financial advice under the FSR and has completed her Diploma of Financial Services with Integretec. Sonia is a registered tax agent, CPA and Authorised Representative of Benwest.
Sonia can advise you on the following -
Qualifications of your Adviser – Authorised Representative
Sonia is qualified to provide financial advice under the FSR and has completed her Diploma of Financial Services with Integretec. Sonia is a registered tax agent, CPA and Authorised Representative of Benwest.
Sonia can advise you on the following -
- Retirement Planning
- Tax Planning
- Insurance
- Superannuation and Rollover
- Savings Plans
Akram El Labban Auth Rep 321617
Qualifications of your Adviser – Authorised Representative
Akram holds a Diploma Financial Planning as well as having completed other industry courses. Akram also has many years experience in finance broking. Akram specialises in investments suitable for the Muslim faith.
Akram can advise you on the following -
Qualifications of your Adviser – Authorised Representative
Akram holds a Diploma Financial Planning as well as having completed other industry courses. Akram also has many years experience in finance broking. Akram specialises in investments suitable for the Muslim faith.
Akram can advise you on the following -
- Financial Planning
- Wealth Creation
- Estate Planning
- Retirement Planning
- Tax Planning
- Mortgage Finance
- Insurance
- Managed Funds
- Superannuation and Rollover
- Savings Plans
- Direct Shares
Richard Ghazan Auth Rep 332574
Sudesh Gupta Auth Rep 332571
Dolly Joven Auth Rep 273999
Qualifications of your Adviser – Authorised Representative
Dolly Joven is able to provide financial advice under the FSR and has completed a Diploma of Financial Services with Dover Financial Training Pty Limited. Dolly is an Authorised Representative of Benwest, through which she provides financial planning advice. In addition, Dolly is a registered tax agent and public accountant.
Dolly can advise you on the following -
Qualifications of your Adviser – Authorised Representative
Dolly Joven is able to provide financial advice under the FSR and has completed a Diploma of Financial Services with Dover Financial Training Pty Limited. Dolly is an Authorised Representative of Benwest, through which she provides financial planning advice. In addition, Dolly is a registered tax agent and public accountant.
Dolly can advise you on the following -
- Retirement Planning
- Tax Planning
- Superannuation and Rollover
- Savings Plans
Rean Kirby Auth Rep 267464
Qualifications of your Adviser – Authorised Representative
As an Authorised Representative of Benwest Investment Services and Principal of Guardian Financial Group, Rean has been practicing as a Personal Financial Consultant for 20 years. Rean is a Certified Financial Planner and Associate Member of the Financial Planning Association.
Rean can advise you on the following -
Qualifications of your Adviser – Authorised Representative
As an Authorised Representative of Benwest Investment Services and Principal of Guardian Financial Group, Rean has been practicing as a Personal Financial Consultant for 20 years. Rean is a Certified Financial Planner and Associate Member of the Financial Planning Association.
Rean can advise you on the following -
- Financial Planning
- Wealth Creation
- Estate Planning
- Retirement Planning
- Tax Planning
- Mortgage Finance
- Insurance
- Managed Funds
- Superannuation and Rollover
- Savings Plans
- Direct Shares
- Corporate Advice
Glenn Krauze Auth Rep 267470
Qualifications of your Adviser – Authorised Representative
Glenn has 30 years experience in the insurance and investment industry. Glenn started his career with TNG as an insurance administrator then progressed to Sales Manager with GIO, heading a team of 28 Adviser Representatives for 10 years. Glenn then joined Westpac’s investment advisory team before starting his own business in 1999. Glenn’s knowledge of insurance industry makes him a leader in his field and well respected by his peers.
Rean can advise you on the following -
Qualifications of your Adviser – Authorised Representative
Glenn has 30 years experience in the insurance and investment industry. Glenn started his career with TNG as an insurance administrator then progressed to Sales Manager with GIO, heading a team of 28 Adviser Representatives for 10 years. Glenn then joined Westpac’s investment advisory team before starting his own business in 1999. Glenn’s knowledge of insurance industry makes him a leader in his field and well respected by his peers.
Rean can advise you on the following -
- Life Insurance
- Superannuation and Rollover
- Trauma Insurance
- Income Protection
Kerry Kyriacou Auth Rep 337145
Betty Kyriacou Auth Rep 341545
Margie Lemmon Auth Rep 235767
Eric Okeno Auth Rep 337738
Qualifications of your Adviser – Authorised Representative
Eric Okeno is able to provide financial advice under the FSR and has completed a Diploma of Financial Services with Pinnacle Financial Services. Eric is an Authorised Representative of Benwest, through which he provides financial planning advice. In addition Eric is a PNA, a registered tax agent, and a Fellow of the National Tax Accountants Association.
Eric can advise you on the following -
Qualifications of your Adviser – Authorised Representative
Eric Okeno is able to provide financial advice under the FSR and has completed a Diploma of Financial Services with Pinnacle Financial Services. Eric is an Authorised Representative of Benwest, through which he provides financial planning advice. In addition Eric is a PNA, a registered tax agent, and a Fellow of the National Tax Accountants Association.
Eric can advise you on the following -
- Retirement Planning
- Tax Planning
- Insurance
- Superannuation and Rollover
- Savings Plans
Shaik Rahman Auth Rep 332570
Brian Sadler Auth Rep 267475
Qualifications of your Adviser – Authorised Representative
Brian is a Certified Financial Planner, after having successfully completed the Diploma of Financial Planning in 2002, is a member of the Financial Planning Association of Australia, and was awarded Benwest’s Adviser-of-the-Year for 2004, and runner-up in 2008.
Brian entered the Financial Services Industry in 1989 after a successful career in business. On entering the industry, Brian dealt mainly with Superannuation, Investment, and Insurance products through such companies as Colonial Mutual, Tower Life, MLC, and several others. He spent a very successful two years as Customer Services Manager for a North Sydney based group, earning him the Colonial Mutual Life’s Quality Award in 1993.
Brian can advise you on the following -
Qualifications of your Adviser – Authorised Representative
Brian is a Certified Financial Planner, after having successfully completed the Diploma of Financial Planning in 2002, is a member of the Financial Planning Association of Australia, and was awarded Benwest’s Adviser-of-the-Year for 2004, and runner-up in 2008.
Brian entered the Financial Services Industry in 1989 after a successful career in business. On entering the industry, Brian dealt mainly with Superannuation, Investment, and Insurance products through such companies as Colonial Mutual, Tower Life, MLC, and several others. He spent a very successful two years as Customer Services Manager for a North Sydney based group, earning him the Colonial Mutual Life’s Quality Award in 1993.
Brian can advise you on the following -
- Financial Planning
- Wealth Creation
- Estate Planning
- Retirement Planning
- Tax Planning
- Mortgage Finance
- Insurance
- Managed Funds
- Superannuation and Rollover
- Savings Plans
- Direct Shares
Kamal Sood Auth Rep 339223
Jayaraman Srinivasan Auth Rep 339224