Financial Adviser · TAMWORTH, NSW

Andrew James Beer

8 Years experience

Tax advice
authorised

Currently at

Perth, WA

View firm profile

ASIC Registered · ADV 001272719

Andrew James Beer is a financial adviser based in Tamworth, New South Wales, with 8 years of experience in the financial services industry. Andrew is currently authorised under Insight Investment Services Pty Ltd. Andrew 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 Bachelor of Business Studies from Charles Sturt University.

Authorised to Advise On

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

Restrictions: Not authorised to provide advice on SMSF and Direct Equities

Authorised to provide tax financial advice services

Qualifications and Training

2004

Bachelor of Business Studies

Charles Sturt University

2017

Diploma of Financial Planning

Kaplan Professional

2022

FPC006 Taxation for Financial Planning

Kaplan Professional

2023

FPC001B Economic and Legal context for Financial Planning

Kaplan Professional

2024

Graduate Diploma of Financial Planning

Kaplan Professional

Registration History

Insight Investment Services Pty Ltd

Mar 2026 - Present Current

Not authorised to provide advice on SMSF and Direct Equities

Aware Financial Services Australia Limited

Dec 2019 - Feb 2026 Ceased

Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.

Aware Financial Services Australia Limited

Dec 2018 - Nov 2019 Ceased

Source: ASIC Financial Advisers Register