Alstan Gilbert Beer – Financial Adviser

Adviser identifying number: 235623
Status: Current
Adviser’s ABN: 20685234017
The year the Financial Adviser first provided advice: 1998

Name of the licence holder: RI ADVICE GROUP PTY LTD
Licence number: 238429
Licensee’s ABN: 23001774125
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED

The date the Financial Adviser commenced the appointment: 07/11/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: RI ADVICE GROUP PTY LTD
Authorised Representative identifying number: 238429
Authorised Representative’s ABN: 23001774125

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

  • Generic Financial Planning – Integratec
  • Managed Investments – Integratec
  • Risk Management – Independent Centre of Financial Training
  • Securities – Knowledge and Skills – Kaplan Education
  • Superannuation and Retirement Planning – Aust Institute of Finl Studies

Relevant memberships of professional bodies or industry associations: Association of Financial Advisers (AFA)

Alstan Gilbert Beer is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Life Products / Investment Life Insurance Products
  • Life Products / Life Risk Insurance Products
  • Managed Investment Schemes / Managed Investment Schemes, including IDPS
  • Retirement Savings Account Products
  • Securities
  • Superannuation