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Ben Buchanan

Ben Buchanan

Financial Adviser

Fortitude Valley, QLD 4006

Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.

About

Benjamin Buchanan is an ASIC-registered financial adviser located in Fortitude Valley, Queensland. With a strong educational foundation including a Bachelor of Agri Business from the University of New England and a Graduate Certificate in Applied Finance and Investment from Finsia, Benjamin has consistently enhanced his expertise through ongoing professional development. His qualifications also include RG146 certification, a Professional Diploma in Stockbroking from Deakin, and further studies in Ethics, Commercial Law, and Tax for Financial Advising. Benjamin is authorized to provide advice on a comprehensive range of financial products, including wealth management, securities, derivatives, and government debt securities. This allows him to create tailored financial strategies to meet each client's unique needs and goals. • Wealth Management Strategies • Securities and Derivatives Trading Advice • Superannuation and Retirement Planning • Personalised Investment Portfolios • Tax-Efficient Financial Solutions Benjamin’s commitment to ethical practice and in-depth knowledge ensures that clients receive informed, reliable, and trustworthy financial guidance. If you're seeking professional financial advice to help you achieve your financial aspirations, contact Benjamin today to schedule a consultation.

Specialisations

Areas of Expertise

Securities Derivatives Government Debt Securities Wealth Management Securities Advice Derivatives Trading Retirement Planning Investment Strategies

Client Types

Personal Investors

Services

Wealth Management Superannuation Advice Retirement Planning Tax Planning
Languages: English

Licence & Registration Details

Verify credentials independently before engaging services

Australian Financial Services Licence

000235410

Verify on ASIC Register

Authorised Representative Number

001000564

Verify on MoneySmart Register

Frequently Asked Questions

What financial planning services does Benjamin Buchanan offer?

Benjamin Buchanan provides a comprehensive suite of financial services, including wealth management, securities advice, derivatives trading strategies, and guidance on government debt securities. He tailors his advice to meet the specific financial goals of each client.

What qualifications does Benjamin Buchanan have?

Benjamin Buchanan holds a Bachelor of Agri Business, a Graduate Certificate in Applied Finance and Investment, RG146 certification, a Professional Diploma in Stockbroking, and has completed studies in Ethics, Commercial Law, and Tax for Financial Advising.

How does Benjamin Buchanan develop a financial plan for clients?

Benjamin starts with a thorough understanding of your current financial situation, goals, and risk tolerance. He then develops a personalized financial plan that outlines strategies to achieve your objectives, regularly reviewing and adjusting the plan as needed.

What can I expect during my first consultation with Benjamin?

During your initial consultation, Benjamin will discuss your financial background, goals, and any concerns you may have. This is an opportunity for you to ask questions and determine if Benjamin's services are the right fit for your needs. There is no obligation to proceed after the initial consultation.

Does Benjamin Buchanan provide advice on superannuation?

Yes, Benjamin provides comprehensive advice on superannuation, including contribution strategies, investment options within super, and retirement planning.

Get in Touch

Contact Ben directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.