ANDREW JAMES BEAM
Financial Adviser · Melton, VIC
📚 Qualifications & Training
2006 - FNS50804 Diploma of Financial Services (Financial Planning) - - Mentor Education - RG146 Training Australia
2009 - Self Managed Superannuation Funds - - Kaplan Professional Education
2011 - Diploma of Financial Services (Finance/Mortgage Broking Management) FNS50504 - - Institute of Strategic Management
2011 - Estate Planning (ADFS 2) - - Mentor Education - RG146 Training Australia
2014 - Master of Commerce - Masters Degree (AQF 9) - Deakin University
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.