Financial Adviser
· BURSWOOD, WA
Steven James Beattie
No disciplinary history on record with ASIC
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000242608
Steven James Beattie is a financial adviser based in Burswood, Western Australia, with 23 years of experience in the financial services industry. Steven is currently authorised under Gallagher Benefit Services Pty Ltd. Steven 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 (CFP) from Financial Planning Association of Australia Limited. Steven 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1987
Bachelor of Arts (Social Sciences)
Curtin University
1998
Diploma of Financial Planning
Financial Planning Association of Australia Limited
2003
Certified Financial Planner (CFP)
Financial Planning Association of Australia Limited
Registration History
GWM ADVISER SERVICES PTY LTD
GWM ADVISER SERVICES PTY LTD
Source: ASIC Financial Advisers Register