BEAUREGARD HARRISON GERARD
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2014 - Bachelor of Business (Marketing) - - Griffith University
2014 - Bachelor of Commerce (Finance) - - Griffith University
2016 - Professional Diploma in Stockbroking - - Deakin Prime
2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
2021 - Margin Lending Accreditation Program - Other - SAFAA / Kaplan Professional
2024 - Client Engagement Skills - Bridging Course - Ethics - KAPLAN
2024 - Economics and Legal Context for Financial Planning - Bridging Course - Ethics - KAPLAN
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.