Financial Adviser · NEWCASTLE WEST, NSW

Benjamin Richard Letham

NEWCASTLE WEST, NSW

16 Years experience

Tax advice
authorised

ASIC Registered · ADV 001007278

Currently at

Cutcher & Neale Investment Services

Newcastle West, NSW (firm address)

View firm profile

About Benjamin Richard Letham

Benjamin Richard Letham is a financial adviser based in Newcastle West, New South Wales, with 16 years of experience in the financial services industry since 2010. Benjamin is currently authorised under Cutcher & Neale Financial Services, operating through Cutcher & Neale Investment Services. Benjamin holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Benjamin's qualifications include a Bachelor of Finance from University of Newcastle. Benjamin is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2004

Bachelor of Finance

University of Newcastle

2006

Superannuation & Retirement Planning SUB-514899

Kaplan Professional

2010

Estate Planning SUB-514901

Kaplan Professional

2010

Investment Planning 2 SUB-514902

Kaplan Professional

2010

Margin Lending & Geared Investments Statement of Attainment

Kaplan Professional

2011

Self Managed Superannuation Funds Statement of Attainment

Kaplan Professional

2012

925 Life Insurance & Skills SUB514953

Kaplan Professional

2012

Advanced Diploma Skills (Financial Planning) SUB-514905

Kaplan Professional

2012

Advanced Diploma of Financial Planning

Kaplan Higher Education

2020

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education

Registration History

Cutcher & Neale Financial Services Pty Ltd

Oct 2021 - Present Current

Politis Investment Strategies Pty Ltd

Aug 2010 - Oct 2021 Ceased

Restricted as per "Letter of Authorisation" issued

Source: ASIC Financial Advisers Register