Financial Adviser · COFFS HARBOUR, NSW

Beatriz Cruz Da Silva

COFFS HARBOUR, NSW

11 Years experience

Tax advice
authorised

ASIC Registered · ADV 001321911

Currently at

Akumin Financial Planning

Sydney, NSW (firm address)

View firm profile

Beatriz Cruz Da Silva is a financial adviser based in Coffs Harbour, New South Wales, with 11 years of experience in the financial services industry since 2015. Beatriz is currently authorised under Akumin Financial Planning. Beatriz holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Beatriz's qualifications include a Bachelor of Business Administration from University of Anhanguera.

Authorised to Advise On

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

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2016

Bachelor of Business Administration

University of Anhanguera

2026

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited

Jun 2026 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register