Bruce Andrew Beakey
Financial Adviser in Brisbane City, Queensland, Australia
Review Bruce Andrew Beakey
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000253385
- Location
- Brisbane City QLD 4000
- Licensee
- SPS Licence Pty Ltd (AFSL 497949)
- Authorised since
- 2 April 2018
- First provided advice
- 1998
- Qualifications
- Certificate in Financial Markets, Securities Institute of Australia (1994); Certificate of Superannuation Mgt, Macquarie University (1994); Graduate Diploma in Applied Finance and Investment, Securities Institute of Australia (1998); Certified Financial Planner, FPA (1999); Ethics and Professionalism in Financial Advice, Kaplan (2019)
- Memberships
- Australian and New Zealand Institute of Insurance and Finance (ANZIIF); Financial Advice Association of Australia (FAAA); Finsia
- 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 Bruce Andrew Beakey
On the Financial Advisers Register kept by ASIC, Bruce Andrew Beakey appears as a current financial adviser in Brisbane City, Queensland, adviser number 000253385.
The licensee Bruce advises under is SPS Licence Pty Ltd (AFS licence 497949). That authorisation dates from 2 April 2018.
The register records 1998 as the year Bruce first provided financial advice. The qualifications listed for Bruce include Certificate in Financial Markets (Securities Institute of Australia, 1994), Certificate of Superannuation Mgt (Macquarie University, 1994) and Graduate Diploma in Applied Finance and Investment (Securities Institute of Australia, 1998). Professional memberships recorded: Australian and New Zealand Institute of Insurance and Finance (ANZIIF), Financial Advice Association of Australia (FAAA) and Finsia.
Bruce is authorised to advise 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.
Reviews
Nobody has reviewed Bruce Andrew Beakey here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Bruce Andrew Beakey a registered financial adviser?
Yes. Bruce Andrew Beakey is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000253385.
Which licensee does Bruce Andrew Beakey work under?
SPS Licence Pty Ltd, Australian financial services licence 497949.
What can Bruce Andrew Beakey 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.