Financial Adviser
· TAMWORTH, NSW
Andrew James Beer
No disciplinary history on record with ASIC
TAMWORTH,
NSW
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001272719
About Andrew James Beer
Andrew James Beer is a financial adviser based in Tamworth, New South Wales, with 8 years of experience in the financial services industry since 2018. Andrew is currently authorised under Insight Investment Services. Andrew holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Andrew's qualifications include a Bachelor of Business Studies from Charles Sturt University.
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
2004
Bachelor of Business Studies
Charles Sturt University
2017
Diploma of Financial Planning
Kaplan Professional
2022
FPC006 Taxation for Financial Planning
Kaplan Professional
2023
FPC001B Economic and Legal context for Financial Planning
Kaplan Professional
2024
Graduate Diploma of Financial Planning
Kaplan Professional
2026
2025/26 Accredited Listed Product Adviser (ALPA)
Kaplan Professional
2026
FPE020 SMSF Regulations and Taxation
Kaplan Professional
Registration History
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.
Source: ASIC Financial Advisers Register