Financial Adviser · WARRNAMBOOL, VIC

Christopher Beks

27 Years experience
Tax advice
authorised
ASIC Registered · ADV 000231937
Currently at
Melbourne, VIC

Christopher Beks is a financial adviser based in Warrnambool, Victoria, with 27 years of experience in the financial services industry since 1999. Christopher is currently authorised under Interprac Financial Planning, operating through Beks & Associates. Christopher holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Christopher's qualifications include a Bachelor of Business from Bendigo College of Advanced Education. Christopher is a member of CPA Australia (CPA) and National Tax & Accountants Association.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

1982
Bachelor of Business
Bendigo College of Advanced Education
1985
Graduate Diploma in Accounting
Warrnambool Institute of Advanced Education
2003
Self Managed Superannuation Funds
Compund Investments
2008
Cert IV in Financial Services (Finance/mortgage broking)
Intellitrain
2010
Margin Lending & Geared Investments
Kaplan

Registration History

Jun 2021 - Present Current
Jun 2020 - Jun 2021 Ceased
MYPLANNER PROFESSIONAL SERVICES PTY LTD
Jun 2018 - Jun 2020 Ceased
Jul 2003 - May 2018 Ceased

Source: ASIC Financial Advisers Register