Benjamin Calder
Financial Adviser
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About
Benjamin Calder is an ASIC-registered financial adviser dedicated to helping clients in Unley, SA, and beyond achieve their financial goals. With over two decades of experience, Benjamin holds a Certified Financial Planner designation from the Financial Planning Association (FPA), earned in 2000, along with a Diploma of Financial Planning from the same institution. Furthering his expertise, he obtained a Self Managed Superannuation Fund (SMSF) Adviser Accreditation in 2006, a Margin Lending & Geared Investments Adviser Accreditation in 2010, and completed the ASX Listed Products Accreditation Course (LPAC) in 2018. As a member of the Financial Advice Association of Australia (FAAA), Benjamin adheres to the highest ethical and professional standards. Benjamin is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, and securities. He specializes in wealth management and retirement planning, ensuring clients have a clear roadmap to financial security. His expertise extends to Investment Life Insurance, Life Risk Insurance, and Retirement Savings Accounts, allowing him to create tailored solutions for diverse needs. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Benjamin today to schedule a consultation and discover how he can help you achieve your goals.
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Frequently Asked Questions
What types of financial advice does Benjamin Calder offer?
Benjamin Calder specializes in superannuation advice, insurance solutions, wealth management strategies, and retirement planning. He also provides advice on Investment Life Insurance, Life Risk Insurance, and Retirement Savings Accounts.
What are Benjamin Calder's qualifications?
Benjamin is a Certified Financial Planner with a Diploma of Financial Planning from the FPA. He also holds accreditations in SMSF advising, margin lending, and ASX-listed products.
What can I expect during my first meeting with Benjamin?
During your initial consultation, Benjamin will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then develop a personalized financial plan tailored to your specific needs.
How does Benjamin Calder stay up-to-date with changes in the financial industry?
Benjamin is committed to ongoing professional development and regularly attends industry conferences and training sessions. He also maintains memberships with professional organizations like the FAAA, ensuring he remains informed and compliant.
Is Benjamin Calder qualified to provide SMSF advice?
Yes, Benjamin Calder holds a Self Managed Superannuation Fund (SMSF) Adviser Accreditation and is well-equipped to provide comprehensive advice on managing your own super fund.
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