Steven James Beattie
Financial Adviser in Burswood, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000242608
- Location
- Burswood WA 6100
- Licensee
- Gallagher Benefit Services Pty Ltd (AFSL 488001)
- Authorised since
- 10 January 2025
- First provided advice
- 2003
- Qualifications
- Bachelor of Arts (Social Sciences), Curtin University (1987); Diploma of Financial Planning, Financial Planning Association of Australia Limited (1998); Certified Financial Planner (CFP), Financial Planning Association of Australia Limited (2003)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Steven James Beattie
Steven James Beattie is a financial adviser in Burswood, Western Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 000242608.
The licensee Steven advises under is Gallagher Benefit Services Pty Ltd (AFS licence 488001). The current authorisation started on 10 January 2025.
According to the register, Steven first provided financial advice in 2003. The qualifications listed for Steven include Bachelor of Arts (Social Sciences) (Curtin University, 1987), Diploma of Financial Planning (Financial Planning Association of Australia Limited, 1998) and Certified Financial Planner (CFP) (Financial Planning Association of Australia Limited, 2003). Steven is recorded as a member of Financial Advice Association of Australia (FAAA).
Steven is authorised to advise 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.
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Questions people ask
Is Steven James Beattie a registered financial adviser?
Yes. Steven James Beattie is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000242608.
Which licensee does Steven James Beattie work under?
Gallagher Benefit Services Pty Ltd, Australian financial services licence 488001.
What can Steven James Beattie give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; retirement savings accounts; standard margin lending.