Financial Adviser · STAFFORD, QLD

Meena Bebawy

STAFFORD, QLD

16 Years experience

Tax advice
authorised

ASIC Registered · ADV 000393036

Currently at

Bricks And Mortar Private Wealth

Melbourne, VIC (firm address)

View firm profile

About Meena Bebawy

Meena Bebawy is a financial adviser based in Stafford, Queensland, with 16 years of experience in the financial services industry since 2010. Meena is currently authorised under Interprac Financial Planning, operating through Bricks And Mortar Private Wealth. Meena holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Meena's qualifications include a Bachelor of Commerce from Bond University. Meena is a member of Institute of Public Accountants (IPA) and National Tax and Accountants Association (NTAA).

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

2007

Diploma of Financial Services (Financial Planning)

Pinnacle Financial Services Academy

2009

Bachelor of Commerce

Bond University

2012

Chartered Tax Adviser (CTA)

The Tax Institute

Registration History

Interprac Financial Planning Pty Ltd

Mar 2023 - Present Current

LIBERTAS FINANCIAL PLANNING PTY LTD

Apr 2020 - Mar 2023 Ceased

ACN 128 650 037 PTY LIMITED

Nov 2014 - Apr 2020 Ceased

Consultum Financial Advisers Pty Ltd

Jul 2013 - Oct 2014 Ceased

Interprac Financial Planning Pty Ltd

Dec 2010 - Jul 2013 Ceased

Source: ASIC Financial Advisers Register