Financial Adviser · CANBERRA, ACT

Robert Mcneil Beith

CANBERRA, ACT

31 Years experience

Tax advice
authorised

ASIC Registered · ADV 000241841

Currently at

Bla Parker

Canberra, ACT (firm address)

View firm profile

About Robert Mcneil Beith

Robert Mcneil Beith is a financial adviser based in Canberra, Australian Capital Territory, with 31 years of experience in the financial services industry since 1995. Robert is currently authorised under Parker Wealth Management, operating through Bla Parker. Robert holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Robert's qualifications include a Certified Financial Planner from Financial Planning Association (FPA). Robert is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

1984

Bachelor of Economics

University of Sydney

1984

Law I+Law IIA

University of Sydney

1994

DFP5 Tax for financial advising

Kaplan Education Pty Ltd

1997

Diploma of Financial Planning

RMIT/FPA

1999

Certified Financial Planner

Financial Planning Association (FPA)

Registration History

Parker Wealth Management Pty Ltd

Feb 2022 - Present Current

BARNETT LILLEY & ASSOCIATES PTY LTD

Aug 2022 - Jan 2024 Ceased

Aware Financial Services Australia Limited

Dec 2019 - Feb 2022 Ceased

Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.

Aware Financial Services Australia Limited

Jul 2012 - Nov 2019 Ceased

GPL (VIC) PTY LTD

Sep 1995 - May 2013 Ceased

Source: ASIC Financial Advisers Register