David George Beavis
Financial Adviser in Mysterton, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000428361
- Location
- Mysterton QLD 4812
- Licensee
- PSK Advisory Services Pty Ltd (AFSL 234656)
- Authorised since
- 12 August 2024
- First provided advice
- 2012
- Qualifications
- Diploma of Financial Services (Financial Planning), Kaplan Professional (2012); Advanced Diploma of Financial Planning, Kaplan Professional (2017); ALPA Accredited Listed Product Adviser, Kaplan Professional (2020); Graduate Diploma of Financial Planning, Kaplan Professional (2022); SMSF Regulations & Taxation, Kaplan Professional (2024)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, standard margin lending
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About David George Beavis
David George Beavis is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Mysterton, Queensland (adviser number 000428361).
The licensee David advises under is PSK Advisory Services Pty Ltd (AFS licence 234656). The current authorisation started on 12 August 2024.
The register records 2012 as the year David first provided financial advice. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2012), Advanced Diploma of Financial Planning (Kaplan Professional, 2017) and ALPA Accredited Listed Product Adviser (Kaplan Professional, 2020).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is David George Beavis a registered financial adviser?
Yes. David George Beavis is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000428361.
Which licensee does David George Beavis work under?
PSK Advisory Services Pty Ltd, Australian financial services licence 234656.
What can David George Beavis 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; standard margin lending. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."