Financial Adviser
· ENDEAVOUR HILLS, VIC
Beena Philip Mathew
No disciplinary history on record with ASIC
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003314
Beena Philip Mathew is a financial adviser based in Endeavour Hills, Victoria, with 23 years of experience in the financial services industry. Beena is currently authorised under Lifespan Financial Planning Pty Ltd. Beena 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 Certified Financial Planner from Financial Planning Association of Australia. Beena 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
1984
Bachelor of Science in Zoology
University of Kerala
1988
Master of Science in Industrial Fisheries
Cochin University Science and Technology
2004
Advanced Diploma of Financial Services (Financial Planning)
Tribeca Learning
2004
Diploma of Financial Services (Financial Planning)
Financial Planning Association of Australia
2008
Self Managed Superannuation Funds
Kaplan Professional Education
2010
Margin Lending and Geared Investments
Kaplan Professional Education
2012
Certified Financial Planner
Financial Planning Association of Australia
2020
Ethics and Professionalism in Financial Advice
Kaplan
Registration History
Source: ASIC Financial Advisers Register