PAUL DAVID DE BEER
Financial Adviser · Spring Hill, QLD
📚 Qualifications & Training
2003 - Bachelor of Business (Accounting) - - QUT
2007 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - FINSIA
2008 - Graduate Diploma of Applied Finance and Investment - - Finsia
2009 - Certified Investment Management Analyst - - Investment Management Consultants Association
2012 - ASFA Accredited Investment Fiduciary - - Association of Superannuation Funds of Australia
🏢 Professional Memberships
Finsia
Investment Management Consultants 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.