Paul David De Beer
Financial Adviser in Spring Hill, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001008734
- Location
- Spring Hill QLD 4000
- Licensee
- Lambda Investment Solutions Pty Ltd (AFSL 240024)
- Authorised since
- 1 February 2004
- First provided advice
- 2004
- Qualifications
- Bachelor of Business (Accounting), QUT (2003); Graduate Diploma of Financial Planning, FINSIA (2007); Graduate Diploma of Applied Finance and Investment, Finsia (2008); Certified Investment Management Analyst, Investment Management Consultants Association (2009); ASFA Accredited Investment Fiduciary, Association of Superannuation Funds of Australia (2012)
- Memberships
- Finsia; Investment Management Consultants Association
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Paul David De Beer
On the Financial Advisers Register kept by ASIC, Paul David De Beer appears as a current financial adviser in Spring Hill, Queensland, adviser number 001008734.
Paul provides advice as an authorised representative of Lambda Investment Solutions Pty Ltd, which holds Australian financial services licence 240024. That authorisation dates from 1 February 2004.
The register records 2004 as the year Paul first provided financial advice. Qualifications and training on file include Bachelor of Business (Accounting) (QUT, 2003), Graduate Diploma of Financial Planning (FINSIA, 2007) and Graduate Diploma of Applied Finance and Investment (Finsia, 2008). Professional memberships recorded: Finsia and Investment Management Consultants Association.
The authorisation covers advice on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Paul David De Beer a registered financial adviser?
Yes. Paul David De Beer is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001008734.
Which licensee does Paul David De Beer work under?
Lambda Investment Solutions Pty Ltd, Australian financial services licence 240024.
What can Paul David De Beer give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.