Anthony Beard

Financial Adviser

ASIC adviser number:

001257401

Qualifications and training:

1999, Diploma of Financial Planning, , Financial Planning Association of Australia
2000, General Securities Representative (Series 7) Examination, , National Association of Securities Dealers
2012, Cavendish & ICFS Specialist SMSF Course, , University of Adelaide
2014, Advanced Self Managed Superannuation Funds Program, , Kaplan Professional Education
2015, SMSF Association Specialist Member Accreditation Program, , SMSF Association
2017, Advanced Diploma of Financial Planning, , Monarch Institute
2019, Accredited Aged Care Professional, Other, Aged Care Steps
2020, Ethics and Professional Relationships, Bridging Course, Ethics, QUT

When adviser first provided advice:

1987

Membership of professional associations:

Financial Advice Association of Australia (FAAA)
Financial Services Institute of Australasia
SMSF Association

Disciplinary action by ASIC:

None

Location:

Lvl. 2, Tower B The Zenith, 821 Pacific Highway Hwy
Chatswood NSW 2067

AFS licence holder name:

Morgans Financial Limited

AFS licence number:

000235410

It's prudent to check an adviser's latest status on ASIC's Financial Advisers Register ».