BRUCE ANDREW BEAKEY
Financial Adviser · Brisbane City, QLD
📚 Qualifications & Training
1994 - Certificate in Financial Markets - - Securities Institute of Australia
1994 - Certificate of Superannuation Mgt - - Macquarie University
1998 - Graduate Diploma in Applied Finance and Investment - Graduate Diploma (AQF 8) - Securities Institute of Australia
1999 - Certified Financial Planner - Professional Designations - FPA
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
🏢 Professional Memberships
Australian and New Zealand Institute of Insurance and Finance (ANZIIF)
Financial Advice Association of Australia (FAAA)
Finsia
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.