Financial Adviser
· SUBIACO, WA
Craig William Beck
No disciplinary history on record with ASIC
SUBIACO,
WA
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000281051
About Craig William Beck
Craig William Beck is a financial adviser based in Subiaco, Western Australia, with 22 years of experience in the financial services industry since 2004. Craig is currently authorised under Forrest Private Wealth Management, operating through Forrest Private Wealth. Craig holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Craig's qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited.
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
2005
FE SMSF Adviser Education Program
Financial Essentials Pty Ltd
2008
ASX Listed Products Accreditation Course (LPAC)
Saving Factory Pty Ltd
2010
Margin Lending and Geared Investments
Kaplan Education Pty Ltd
2015
FNS50611 Diploma of Financial Planning
Kaplan Education Pty Ltd
2015
FNS60410 Advanced Diploma of Financial Planning
Kaplan Education Pty Ltd
2022
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
Registration History
WESTERN PACIFIC FINANCIAL GROUP PTY LTD
Source: ASIC Financial Advisers Register