Financial Adviser · CHATSWOOD, NSW

Anthony John Beard

39 Years experience

Tax advice
authorised

Currently at

Brisbane, QLD

View firm profile

ASIC Registered · ADV 001257401

Anthony John Beard is a financial adviser based in Chatswood, New South Wales, with 39 years of experience in the financial services industry. Anthony is currently authorised under Morgans Financial Limited. Anthony holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Advanced Diploma of Financial Planning from Monarch Institute. Anthony is a member of Financial Advice Association of Australia (FAAA), Financial Services Institute of Australasia and SMSF Association.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

1999

Diploma of Financial Planning

Financial Planning Association of Australia

2000

General Securities Representative (Series 7) Examination

National Association of Securities Dealers

2012

Cavendish & ICFS Specialist SMSF Course

University of Adelaide

2014

Advanced Self Managed Superannuation Funds Program

Kaplan Professional Education

2015

SMSF Association Specialist Member Accreditation Program

SMSF Association

2017

Advanced Diploma of Financial Planning

Monarch Institute

2019

Accredited Aged Care Professional

Aged Care Steps

2020

Ethics and Professional Relationships

Ethics - QUT

Registration History

Morgans Financial Limited

Aug 2017 - Present Current

Morgan Stanley Wealth Management Australia Pty Ltd

Mar 2004 - Jul 2017 Ceased

Source: ASIC Financial Advisers Register