Financial Adviser
· AVOCA, QLD
Willem Friso Beimers
No disciplinary history on record with ASIC
17
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000342263
Willem Friso Beimers is a financial adviser based in Avoca, Queensland, with 17 years of experience in the financial services industry. Willem is currently authorised under Seq Advice Wealth Pty Limited. Willem 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 Mentor Education Pty Ltd. Willem is a member of Financial Advice Association of Australia (FAAA).
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
2001
Diploma of Financial Services
Institute of Financial Services Inc
2010
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2016
Advanced Diploma of Financial Planning
Mentor Education Pty Ltd
2016
Certificate IV in Finance and Mortgage Broking
The National Finance Institute
2022
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
M1-PLAN PTY LTD
Source: ASIC Financial Advisers Register