PAUL DAVID DE BEER

Licensee: LAMBDA INVESTMENT SOLUTIONS PTY LTD

PAUL DAVID DE BEER (Adviser# 001008734) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is February 1, 2004.

Adviser Overview

Register Name Financial Advisers
Adviser Name PAUL DAVID DE BEER
Adviser Number 001008734
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2004
Financial Service (AFS) Licence Licence# 000240024
LAMBDA INVESTMENT SOLUTIONS PTY LTD
Licence ABN 56068452755
Licence Controlled By Malcolm Gillespie
Adviser Start Date 2004-02-01
Appointing Representative Name LAMBDA INVESTMENT SOLUTIONS PTY LTD
Appointing Representative Number 000240024
Appointing Representative ABN 56068452755
Memberships Finsia
Investment Management Consultants Association

Authorisations to provide financial product advice

  • PAUL DAVID DE BEER
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
ASFA Accredited Investment Fiduciary Association of Superannuation Funds of Australia
Bachelor of Business (Accounting) QUT
Certified Investment Management Analyst Investment Management Consultants Association
Graduate Diploma of Applied Finance and Investment Finsia
Graduate Diploma of Financial Planning Finsia

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000240024 LAMBDA INVESTMENT SOLUTIONS PTY LTD
Licence controlled by: Malcolm Gillespie
2004-02-01 - LAMBDA INVESTMENT SOLUTIONS PTY LTD

Licensee Information

Licence Name LAMBDA INVESTMENT SOLUTIONS PTY LTD
Licence Number 000240024
Licence ABN 56068452755

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
MALCOLM GILLESPIE Lambda Investment Solutions Pty Ltd Current 2004-02-01

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
MALCOLM GILLESPIE Lambda Investment Solutions Pty Ltd Current 2004-02-01

Competitor

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Dataset Information

Data Provider Australian Securities and Investments Commission (ASIC), Financial Advisers Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.