Financial Adviser
· SPRING HILL, QLD
Paul David De Beer
No disciplinary history on record with ASIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001008734
Paul David De Beer is a financial adviser based in Spring Hill, Queensland, with 22 years of experience in the financial services industry since 2004. Paul is currently authorised under Lambda Investment Solutions. Paul holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Paul's qualifications include a Bachelor of Business (Accounting) from QUT. Paul is a member of Finsia and Investment Management Consultants Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2003
Bachelor of Business (Accounting)
QUT
2007
Graduate Diploma of Financial Planning
FINSIA
2008
Graduate Diploma of Applied Finance and Investment
Finsia
2009
Certified Investment Management Analyst
Investment Management Consultants Association
2012
ASFA Accredited Investment Fiduciary
Association of Superannuation Funds of Australia