Financial Adviser
· WARRNAMBOOL, VIC
Christopher Beks
No disciplinary history on record with ASIC
WARRNAMBOOL,
VIC
27
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000231937
About Christopher Beks
Christopher Beks is a financial adviser based in Warrnambool, Victoria, with 27 years of experience in the financial services industry since 1999. Christopher is currently authorised under Springboard Wealth. Christopher holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Christopher's qualifications include a Bachelor of Business from Bendigo College of Advanced Education. Christopher is a member of CPA Australia (CPA) and National Tax & Accountants Association.
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
1982
Bachelor of Business
Bendigo College of Advanced Education
1985
Graduate Diploma in Accounting
Warrnambool Institute of Advanced Education
2003
Self Managed Superannuation Funds
Compund Investments
2008
Cert IV in Financial Services (Finance/mortgage broking)
Intellitrain
2010
Margin Lending & Geared Investments
Kaplan
Registration History
MYPLANNER PROFESSIONAL SERVICES PTY LTD
Source: ASIC Financial Advisers Register