Andrew James Beam
AUSTWIDE FINANCIAL PLANNING PTY LTD · Bacchus Marsh VIC 3340 · Advising since 2006
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
- Clients sayNo reviews yetReviews on Souffle
- Souffle checkedNot checkedUnclaimed profile
Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 000307686
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- AUSTWIDE FINANCIAL PLANNING PTY LTD · AFSL 542956Since 25 November 2022
- Principal business address
- Bacchus Marsh VIC 3340
- First year providing advice
- 2006
- Can provide tax (financial) advice
- Yes
- Memberships
- None recorded
- Further restrictions
- None recorded
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Non-basic deposit products
- Government debentures, stocks or bonds
- Investment life insurance products
- Life risk insurance products
- Managed discretionary account (MDA) services
- Managed investment schemes, including IDPS
- Retirement savings account products
- Securities
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTNov 2022 – presentAUSTWIDE FINANCIAL PLANNING PTY LTD · AFSL 542956
- CEASEDSep 2019 – Nov 2022MCA FINANCIAL PLANNERS PTY. LTD. · AFSL 223610
- CEASEDAug 2014 – Aug 2019A.C.N. 133 593 012 PTY LTD · AFSL 331367
- CEASEDMar 2012 – Jul 2014FINANCIAL SERVICES PARTNERS PTY LIMITED · AFSL 237590
- CEASEDJun 2011 – Feb 2012PROFESSIONAL INVESTMENT SERVICES PTY LTD · AFSL 234951
- CEASEDMar 2011 – Jun 2011AFFINIA FINANCIAL ADVISERS PTY LTD · AFSL 237857
- CEASEDJan 2008 – Mar 2011PROFESSIONAL INVESTMENT SERVICES PTY LTD · AFSL 234951
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Master of Commerce
Deakin University · 2014 · Masters Degree (AQF 9)
Diploma of Financial Services (Finance/Mortgage Broking Management) FNS50504
Institute of Strategic Management · 2011
Estate Planning (ADFS 2) - - Mentor Education
RG146 Training Australia · 2011
Self Managed Superannuation Funds
Kaplan Professional Education · 2009
FNS50804 Diploma of Financial Services (Financial Planning) - - Mentor Education
RG146 Training Australia · 2006
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once Andrew James Beam claims the profile.
Reviews
Not yet reviewed
No client has reviewed Andrew James Beam on Souffle yet.
Contacting Andrew James Beam
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
AUSTWIDE FINANCIAL PLANNING PTY LTD · AFSL 542956
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
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- PROFILE CLAIMUNCLAIMED
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Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
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