Beau Mathew Gregory Lancaster
Financial Adviser in Wickham, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001250378
- Location
- Wickham NSW 2293
- Licensee
- Politis Investment Strategies Pty Ltd (AFSL 253125)
- Authorised since
- 20 January 2020
- First provided advice
- 2015
- Qualifications
- Diploma of Financial Planning, Mentor Education (2014); Advanced Diploma of Financial Planning, Mentor Education (2016); Self Managed Superannuation Funds, Kaplan Professional (2016); Bachelor of Business (Sport Management) with Distinction (Major in Financial Planning), Deakin University (2021)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products, standard margin lending
- Restriction
- Restricted as per "Letter of Authorisation" issued
- Tax (financial) advice
- Yes
- Register status
- Current
About Beau Mathew Gregory Lancaster
On the Financial Advisers Register kept by ASIC, Beau Mathew Gregory Lancaster appears as a current financial adviser in Wickham, New South Wales, adviser number 001250378.
Beau provides advice as an authorised representative of Politis Investment Strategies Pty Ltd, which holds Australian financial services licence 253125. That authorisation dates from 20 January 2020.
According to the register, Beau first provided financial advice in 2015. Qualifications and training on file include Diploma of Financial Planning (Mentor Education, 2014), Advanced Diploma of Financial Planning (Mentor Education, 2016) and Self Managed Superannuation Funds (Kaplan Professional, 2016).
Beau is authorised to advise on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and standard margin lending. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Restricted as per “Letter of Authorisation” issued.”
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Questions people ask
Is Beau Mathew Gregory Lancaster a registered financial adviser?
Yes. Beau Mathew Gregory Lancaster is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001250378.
Which licensee does Beau Mathew Gregory Lancaster work under?
Politis Investment Strategies Pty Ltd, Australian financial services licence 253125.
What can Beau Mathew Gregory Lancaster give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; standard margin lending. It also records this restriction: "Restricted as per "Letter of Authorisation" issued."