BEAU MATHEW GREGORY LANCASTER
Financial Adviser · Green Hills, NSW
📚 Qualifications & Training
2014 - Diploma of Financial Planning - - Mentor Education
2016 - Advanced Diploma of Financial Planning - - Mentor Education
2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education
2016 - Self Managed Superannuation Funds - Other - Kaplan Professional
2021 - Bachelor of Business (Sport Management) with Distinction (Major in Financial Planning) - Bachelor Degree (AQF 7) - 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.