Timothy David Beattie
Financial Adviser in Perth, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000259630
- Location
- Perth WA 6000
- Licensee
- Morgans Financial Limited (AFSL 235410)
- Authorised since
- 10 March 2004
- First provided advice
- 1994
- Qualifications
- Bachelor of Commerce, University of Western Australia (1992); Graduate Diploma in Applied Finance and Investment, Securities Institute of Australia (1997)
- Memberships
- Stockbrokers and Investment Advisers Association (SIAA)
- Advice areas
- superannuation, securities, managed investment schemes, deposit and payment products, government debentures, stocks and bonds, standard margin lending, managed discretionary account services
- Tax (financial) advice
- Yes
- Register status
- Current
About Timothy David Beattie
On the Financial Advisers Register kept by ASIC, Timothy David Beattie appears as a current financial adviser in Perth, Western Australia, adviser number 000259630.
The licensee Timothy advises under is Morgans Financial Limited (AFS licence 235410). The current authorisation started on 10 March 2004.
The register records 1994 as the year Timothy first provided financial advice. The qualifications listed for Timothy include Bachelor of Commerce (University of Western Australia, 1992) and Graduate Diploma in Applied Finance and Investment (Securities Institute of Australia, 1997). Professional memberships recorded: Stockbrokers and Investment Advisers Association (SIAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, deposit and payment products, government debentures, stocks and bonds and standard margin lending, 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 Timothy David Beattie a registered financial adviser?
Yes. Timothy David Beattie is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000259630.
Which licensee does Timothy David Beattie work under?
Morgans Financial Limited, Australian financial services licence 235410.
What can Timothy David Beattie give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; deposit and payment products; government debentures, stocks and bonds; standard margin lending; managed discretionary account services.