PETER HOWARD BEINS

Financial Adviser · Sydney, NSW

Registered

Registration Number

001260095

Registration Status

Registered

Location

Sydney, NSW 2000

Providing Advice Since

2006

Registration Date

01/11/2017

Financial Services Licensee

LORICA PARTNERS PTY LIMITED

Licence #000237314

📚 Qualifications & Training

1984 - Bachelor of Engineering - - University of NSW
1994 - Master of Business Administration - - University of Technology, Sydney
1994 - Master of Business Administration - Masters Degree (AQF 9) - University of Technology, Sydney
2007 - Graduate Diploma of Financial Planning - Diploma (AQF 5) - FINSIA
2020 - Ethics & Professionalism - Bridging Course - Ethics - KAPLAN
2022 - SSA - SMSF Specialist Accreditation - Professional Designations - SMSF

🏢 Professional Memberships

FINSIA, Fellow
SMSF 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.