BEAU MATHEW GREGORY LANCASTER


Licensee: EASTWOODS WEALTH MANAGEMENT PTY LTD

BEAU MATHEW GREGORY LANCASTER (Adviser# 001250378) 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 December 5, 2016.

Adviser Overview

Register Name Financial Advisers
Adviser Name BEAU MATHEW GREGORY LANCASTER
Adviser Number 001250378
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2015
Financial Service (AFS) Licence Licence# 000237853
EASTWOODS WEALTH MANAGEMENT PTY LTD
Licence ABN 17008167002
Licence Controlled By COMMUNITY CPS AUSTRALIA LIMITED
Adviser Start Date 2016-12-05
Appointing Representative Name EASTWOODS WEALTH MANAGEMENT PTY LTD
Appointing Representative Number 000237853
Appointing Representative ABN 17008167002
Memberships Association of Financial Advisers (AFA)
Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • BEAU MATHEW GREGORY LANCASTER
  • ·
  • 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
  • ·
  • Securities
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
/self Managed Superannuation Funds Kaplan
Advance Diploma of Financial Planning Mentor Education
Advanced Diploma of Financial Planning Mentor Education
Diploma of Financial Planning Mentor Education
Diploma of Financial Planning Mentor Education

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000237853 EASTWOODS WEALTH MANAGEMENT PTY LTD
Licence controlled by: COMMUNITY CPS AUSTRALIA LIMITED
2016-12-05 - EASTWOODS WEALTH MANAGEMENT PTY LTD
000240837 BRIDGES FINANCIAL SERVICES PTY LIMITED
Licence controlled by: IOOF HOLDINGS LTD
2015-09-10 - 2016-11-24 BEAU MATHEW GREGORY LANCASTER

Licensee Information

Licence Name EASTWOODS WEALTH MANAGEMENT PTY LTD
Licence Number 000237853
Licence ABN 17008167002

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
ADAM YOUNG Eastwoods Wealth Management Pty Ltd Current 2018-04-11
TIMOTHY RYAN JOHNSON Eastwoods Wealth Management Pty Ltd Current 2017-09-14
CHRISTOPHER PERMAN Eastwoods Wealth Management Pty Ltd Current 2017-08-15
NANCY VOS Eastwoods Wealth Management Pty Ltd Current 2017-08-15
CHRISTOPHER JOHN COLLINS Eastwoods Wealth Management Pty Ltd Current 2016-12-05
JEAN BAHR Eastwoods Wealth Management Pty Ltd Current 2015-09-01
LEE-ANNE MAREE WHITSON Eastwoods Wealth Management Pty Ltd Current 2015-08-21
ANN MICHELLE BRANDELL Eastwoods Wealth Management Pty Ltd Current 2014-04-14
TRUDY-ANNE JENKINS Eastwoods Wealth Management Pty Ltd Ceased 2014-04-14
YEE WAH HOOI-DURAN Eastwoods Wealth Management Pty Ltd Current 2010-05-03

Competitor

Search similar business entities

Improve Information

Please comment or provide details below to improve the information on .

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.