James Ainslie Beard
Financial Adviser in Warnambool, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000464406
- Location
- Warnambool VIC 3280
- Licensee
- Synchron Advice Pty Ltd (AFSL 243313)
- Authorised since
- 27 March 2019
- First provided advice
- 2014
- Qualifications
- Tier 1 Margin Lending, Kaplan Education Pty Ltd (2014); Bachelor of Business (Financial Planning), Royal Melbourne Institute of Technology (2018); Self Managed Superannuation Funds, Kaplan Education Pty Ltd (2019); FPC002B Ethics and Professionalism in Financial Advice., Kaplan Higher Education Pty Limited (2025)
- 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 James Ainslie Beard
James Ainslie Beard is a financial adviser in Warnambool, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000464406.
James provides advice as an authorised representative of Synchron Advice Pty Ltd, which holds Australian financial services licence 243313. That authorisation dates from 27 March 2019.
According to the register, James first provided financial advice in 2014. The qualifications listed for James include Tier 1 Margin Lending (Kaplan Education Pty Ltd, 2014), Bachelor of Business (Financial Planning) (Royal Melbourne Institute of Technology, 2018) and Self Managed Superannuation Funds (Kaplan Education Pty Ltd, 2019).
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 James Ainslie Beard a registered financial adviser?
Yes. James Ainslie Beard is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000464406.
Which licensee does James Ainslie Beard work under?
Synchron Advice Pty Ltd, Australian financial services licence 243313.
What can James Ainslie Beard 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.