Financial Adviser · WICKHAM, NSW

Beau Mathew Gregory Lancaster

11 Years experience

Tax advice
authorised

Currently at

Wickham, NSW

View firm profile

ASIC Registered · ADV 001250378

Beau Mathew Gregory Lancaster is a financial adviser based in Wickham, New South Wales, with 11 years of experience in the financial services industry. Beau is currently authorised under Politis Investment Strategies Pty Ltd. Beau 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 (Sport Management) with Distinction (Major in Financial Planning) from Deakin University.

Authorised to Advise On

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

Restrictions: Restricted as per "Letter of Authorisation" issued

Authorised to provide tax financial advice services

Qualifications and Training

2014

Diploma of Financial Planning

Mentor Education

2016

Advanced Diploma of Financial Planning

Mentor Education

2016

Self Managed Superannuation Funds

Kaplan Professional

2021

Bachelor of Business (Sport Management) with Distinction (Major in Financial Planning)

Deakin University

Registration History

Politis Investment Strategies Pty Ltd

Jan 2020 - Present Current

Restricted as per "Letter of Authorisation" issued

EASTWOODS WEALTH MANAGEMENT PTY LTD

Dec 2016 - Jan 2020 Ceased

Bridges Financial Services Pty Limited

Sep 2015 - Nov 2016 Ceased

Source: ASIC Financial Advisers Register