Beena Philip Mathew
Financial Adviser in Endeavour Hills, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001003314
- Location
- Endeavour Hills VIC 3802
- Licensee
- Lifespan Financial Planning Pty Ltd (AFSL 229892)
- Authorised since
- 22 July 2019
- First provided advice
- 2003
- Qualifications
- Bachelor of Science in Zoology, University of Kerala (1984); Master of Science in Industrial Fisheries, Cochin University Science and Technology (1988); Advanced Diploma of Financial Services (Financial Planning), Tribeca Learning (2004); Diploma of Financial Services (Financial Planning), Financial Planning Association of Australia (2004); Self Managed Superannuation Funds, Kaplan Professional Education (2008); Margin Lending and Geared Investments, Kaplan Professional Education (2010); Certified Financial Planner, Financial Planning Association of Australia (2012); Ethics and Professionalism in Financial Advice, Kaplan (2020)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Beena Philip Mathew
Beena Philip Mathew is a financial adviser in Endeavour Hills, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 001003314.
Advice is given under the Australian financial services licence of Lifespan Financial Planning Pty Ltd, licence number 229892. That authorisation dates from 22 July 2019.
The register records 2003 as the year Beena first provided financial advice. The qualifications listed for Beena include Bachelor of Science in Zoology (University of Kerala, 1984), Master of Science in Industrial Fisheries (Cochin University Science and Technology, 1988) and Advanced Diploma of Financial Services (Financial Planning) (Tribeca Learning, 2004). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Beena Philip Mathew a registered financial adviser?
Yes. Beena Philip Mathew is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003314.
Which licensee does Beena Philip Mathew work under?
Lifespan Financial Planning Pty Ltd, Australian financial services licence 229892.
What can Beena Philip Mathew give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.