Financial Adviser
· COBRAM, VIC
Kade Jeffree Beasley
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001265892
Kade Jeffree Beasley is a financial adviser based in Cobram, Victoria, with 8 years of experience in the financial services industry. Kade is currently authorised under Count Financial Limited. Kade 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 Kaplan Professional. Kade 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
Authorised to provide tax financial advice services
Qualifications and Training
2016
Diploma of Financial Planning
Kaplan Professional
2017
DFP5v1 Tax for Financial Advising
Kaplan Professional
2018
Advanced Diploma of Financial Planning
Kaplan Professional
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2020
SuperConcepts & ICFS Specialist SMSF Course
The University of Adelaide
2025
FPC001B Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Higher Education
2025
FPC003 Superannuation and Retirement Advicei
Kaplan Higher Education
2025
FPC005 Estate and Succession Planning
Kaplan Higher Education
2025
FPC006 Taxation for Financial Planning
Kaplan Higher Education
2025
FPC007B Client Engagement Skills
Behavioural Finance - Kaplan Higher Education