PAUL BENSON

Paul Benson

About

Our company promise is “partnering with you to achieve your goals”. For an increasing number of our clients, their goals include responsible investment considerations, such as ensuring their superannuation is invested fossil fuel free. Thus I’ve joined RIAA to ensure I can provide my clients thorough and robust advice in this critically important area.

 

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Certification Information

Certification Category:

Financial Adviser

Certification Symbol:

Ethical Investment

Certified Since:

2015

Qualifications:

  • Certified Financial Planner
  • Bachelor of Business (Economics and Finance)
  • SMSF Advisor

Financial Adviser Since:

1999

Providing Responsible Investment Advice Since:

2014

  • Superannuation and Retirement Planning

 

  • Australian Ethical Balanced Trust
  • Australian Ethical International Equities Trust
  • Australian Ethical Larger Companies Trust
  • BT Sustainable Conservative Fund (previously: BT Wholesale Ethical Conservative Fund)
  • Generation Global Sustainability Fund
  • Perpetual Wholesale Ethical SRI Fund
  • Others on request

DISCLAIMERThis information has been prepared by RIAA based on material provided by the applicant. While it is provided to assist you in finding a fund manager, RIAA does not endorse or recommend any particular firm or fund manager to the public. Although RIAA attempts to provide accurate, complete and up-to-date information, it makes no warranties or representations, express or implied, as to whether the information provided is accurate, complete or up-to-date. The information provided in this report is general in nature and its brevity could lead to misrepresentation. It is not intended to be advice and could be subject to change. No responsibility can be accepted for those who act on its contents without obtaining specific advice from an adviser.

Contact Information

Contact: Paul Benson

Email: info@guidancefs.com.au

Phone: 03 9870 6544

Website: www.guidancefs.com.au

Address: 11/207 Buckley Street, Essendon VIC 3040