ANTHONY JOHN BEARD
Financial Adviser · Chatswood, NSW
📚 Qualifications & Training
1999 - Diploma of Financial Planning - - Financial Planning Association of Australia
2000 - General Securities Representative (Series 7) Examination - - National Association of Securities Dealers
2012 - Cavendish & ICFS Specialist SMSF Course - - University of Adelaide
2014 - Advanced Self Managed Superannuation Funds Program - - Kaplan Professional Education
2015 - SMSF Association Specialist Member Accreditation Program - - SMSF Association
2017 - Advanced Diploma of Financial Planning - - Monarch Institute
2019 - Accredited Aged Care Professional - Other - Aged Care Steps
2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
Financial Services Institute of Australasia
SMSF Association
SMSF Association
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.