Steve Beattie Financial Planner Report

Name:
Steve Beattie

Rep Number:
000242608

Status:
Current

First Advice:
2003

Disciplinary action:
No action

Most Recent Role:
2003-12-01 onwards

Location:
Como, Perth, WA, 6152

Licensee
Name:

Number:
000230692

ABN:
96 002 071 749

Controlled By:

Appointed By
Name:
Gwm Adviser Services Limited

Licence Number:
000230692

ABN:
96 002 071 749

May advise on following product areas:
Non-basic Deposit Products
Non-Cash Deposit Products
Derivatives
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Curtin University
Bachelor Degree - B Soc Sci Econs

Memberships
Financial Planning Association of Australia (FPA)