BEENA PHILIP MATHEW
Financial Adviser · Endeavour Hills, VIC
📚 Qualifications & Training
1984 - Bachelor of Science in Zoology - Bachelor Degree (AQF 7) - University of Kerala
1988 - Master of Science in Industrial Fisheries - Masters Degree (AQF 9) - Cochin University Science and Technology
2004 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Tribeca Learning
2004 - Diploma of Financial Services (Financial Planning) - - Financial Planning Association of Australia
2008 - Self Managed Superannuation Funds - - Kaplan Professional Education
2010 - Margin Lending and Geared Investments - - Kaplan Professional Education
2012 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia
2020 - Ethics and Professionalism in Financial Advice - Professional Designations - Kaplan
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.