Company Profile | The Benchmark Team | Why Benchmark Consultants
Testimonials
Peter Stewart
Peter Stewart is the principal of Benchmark Pty Ltd, Benchmark Consultants a representative office of Australian Financial Services Limited (AFS) the holder of Australian Financial Services licence number
297239.
Peter is an authorised representative for Australian Financial Services and has been providing advice since 1984. Peter is a CERTIFIED FINANCIAL PLANNER™ and has completed a Diploma of Financial Planning and a Diploma of Life Insurance, both through Deakin University.
Authorised Representative Certificate - Peter Stewart (PDF)
Leeanne Keary
Leeanne Keary provides paraplanning and client service support and has been employed with Benchmark Consultants since September 2004. Leeanne has been in the financial planning industry since 1999. Leeanne has recently completed an Advanced Diploma in Financial Planning and
is currently enrolled in the Certified Financial Planning program through the
Financial Planning Association.
Authorised Representative Certificate - Leeanne Keary (PDF)
Peter Stewart and Leeanne Keary are authorised to give advice in the following areas.
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Services -
Financial Planning
Investment Advice
Pre & post retirement planning
Social Security (Centre Link)
Redundancy planning
Salary Packaging
Wealth Protection
Portfolio Reviews
UK Pension transfers
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Professional Expertise -
Managed Funds
Personal Superannuation
Corporate Superannuation
Self Managed Superannuation Funds
Direct Shares
Margin lending
Tax Effective Investments
Life, Disability and Trauma Insurance
Listed & unlisted Property Trusts
Investment Advice
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Linda Knox
Linda Knox, joined Benchmark Consultants as a part-time client service officer in July 2006
and is now training to be a Paraplanner. Linda is currently completing her Diploma of Financial
Planning. Linda is also involved in supporting client services and assisting with client queries.
Janet Stewart
Janet Stewart provides administration and client service support for Benchmark Consultants. Janet works on a part time basis.
We also have the services of a book-keeper who provides all the internal accounting needs for the business.
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