Financial Adviser · LANE COVE, NSW

Simon Frederick Beasley

28 Years experience
Tax advice
authorised
ASIC Registered · ADV 001004174

Simon Frederick Beasley is a financial adviser based in Lane Cove, New South Wales, with 28 years of experience in the financial services industry. Simon is currently authorised under Kingston Financial Pty Limited. Simon holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Simon holds a Diploma of Financial Planning from Financial Planning Association of Australia (FPA).

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

2002
Diploma of Financial Planning
Financial Planning Association of Australia (FPA)

Registration History

Aug 2022 - Present Current
Feb 2020 - Feb 2022 Ceased
Dec 2003 - Nov 2019 Ceased

Source: ASIC Financial Advisers Register