Financial Adviser
· CLAYTON, VIC
Bevan Heneric
No disciplinary history on record with ASIC
14
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000421931
Bevan Heneric is a financial adviser based in Clayton, Victoria, with 14 years of experience in the financial services industry since 2012. Bevan is currently authorised under Apex MacRo Financial Group, operating through B Inspired Solutions. Bevan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Bevan's qualifications include a Master of Financial Planning from Kaplan. Bevan is a member of Finance Brokers Association of Australia (FBAA).
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
2011
Bachelor of Business (Accounting)
Monash University
2011
Bachelor of Business (Banking and Finance)
Monash University
2015
Diploma of Financial Planning
Mentor
2021
Graduate Diploma in Financial Planning
Kaplan
2023
Master of Financial Planning
Kaplan
Registration History
SPECTRUM WEALTH ADVISERS PTY LTD
Full Advice
DOVER FINANCIAL ADVISERS PTY LTD
GOLDEN FINANCIAL GROUP PTY LTD
Source: ASIC Financial Advisers Register