Beau Lancaster
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Beau Lancaster Email & Phone Number

Financial Planner at Politis Investment Strategies
Location: Greater Sydney Area, Australia 3 work roles 6 schools
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Current company
Politis Investment Strategies
Role
Financial Planner
Location
Greater Sydney Area, Australia
Company size
18 employees

Who is Beau Lancaster? Overview

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Quick answer

Beau Lancaster is listed as Financial Planner at Politis Investment Strategies, a with 18 employees, based in Greater Sydney Area, Australia. AeroLeads shows a matched LinkedIn profile for Beau Lancaster.

Beau Lancaster previously worked as Financial Planner at Beyond Bank Australia and Financial Planner at Bridges Financial Services / Altitude Business Group. Beau Lancaster holds Bachelor'S Degree, Business Administration And Management, General from Deakin University.

Company email context

Email format at Politis Investment Strategies

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Politis Investment Strategies

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Profile bio

About Beau Lancaster

I am looking to forge strong relationships within the financial and wider community to grow into my role as a planner to ensure the future stays bright for my clients and myself. This includes extensive training and any opportunities within the community to help those who need it either via my education or other methods

Listed skills include Finance, Investments, Soccer, Financial Planning, and 12 others.

Current workplace

Beau Lancaster's current company

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Politis Investment Strategies
Politis Investment Strategies
Financial Planner
newcastle, new south wales, australia
Website
politis.com.au
Employees
18
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3 roles

Beau Lancaster work experience

A career timeline built from the work history available for this profile.

Financial Planner

Beyond Bank Australia

Newcastle, Australia

Fully fledged financial planningSpecialising in:Estate PlanningInsuranceSMSFsSuperannuation contribution strategies

Nov 2016 - Jan 2020

Financial Planner

Bridges Financial Services / Altitude Business Group

Singleton - Newcastle - Tamworth - Kurri - Scone

Fully fledged financial planningSpecialised in holistic advice including insurance and estate planning AdministrationAssistance to the principal planner in preparing Statements of AdviceCertified StockbrokerQualified PlannerClient ContactParaplanning work

May 2014 - Nov 2016
Team & coworkers

Colleagues at Politis Investment Strategies

Other employees you can reach at politis.com.au. View company contacts for 18 employees →

EC Emma Carter Emma Carter Colleague at Politis Investment StrategiesCatherine Hill Bay, New South Wales, Australia View → TA Tamim Ahmed Tamim Ahmed Colleague at Politis Investment StrategiesCardiff South, New South Wales, Australia View → JS Jack Sharpe Jack Sharpe Colleague at Politis Investment StrategiesNewcastle, New South Wales, Australia View → SW Stuart Wolfe Stuart Wolfe Colleague at Politis Investment StrategiesGreater Newcastle Area, Australia View → AP Andrea Politis Andrea Politis Colleague at Politis Investment StrategiesGreater Newcastle Area, Australia View → VV Varun Vasudeva Varun Vasudeva Colleague at Politis Investment StrategiesGreater Newcastle Area, Australia View → JH Jackie Haddow Jackie Haddow Colleague at Politis Investment StrategiesBar Beach, New South Wales, Australia View → AB Abbey Boyce Abbey Boyce Colleague at Politis Investment StrategiesMaitland, New South Wales, Australia View → SK Sushma Karki Sushma Karki Colleague at Politis Investment StrategiesAustralia View → RW Renae Wilson Renae Wilson Colleague at Politis Investment StrategiesCardiff Heights, New South Wales, Australia View →
6 education records

Beau Lancaster education

Bachelor'S Degree, Business Administration And Management, General

Deakin University

Advanced Diploma Financial Planning, Finance, General, Completed

Mentor Education

Diploma Financial Planning, Completed

Mentor Education

Diploma Financial Planning

Cert Iv Mortgage Broking & Finance, Finance, General

Aamc Training

Cert IV in Mortgage Broking and Finance covers basic topics within the financial industry leaning towards mortgage loans which has allowed.

High School

Singleton High School

Activities and Societies: School Representative Council Various school roundtable discussions regarding the future direction of the school.

Self Managed Superannuation Fund - Smsf Accreditation, Financial Planning, Completed

Kaplan Australia

SMSF accreditation completed to be able to provide advice to trustees and prospective trustees around Self Managed Superannuation Funds

FAQ

Frequently asked questions about Beau Lancaster

Quick answers generated from the profile data available on this page.

What company does Beau Lancaster work for?

Beau Lancaster works for Politis Investment Strategies.

What is Beau Lancaster's role at Politis Investment Strategies?

Beau Lancaster is listed as Financial Planner at Politis Investment Strategies.

Where is Beau Lancaster based?

Beau Lancaster is based in Greater Sydney Area, Australia while working with Politis Investment Strategies.

What companies has Beau Lancaster worked for?

Beau Lancaster has worked for Politis Investment Strategies, Beyond Bank Australia, and Bridges Financial Services / Altitude Business Group.

Who are Beau Lancaster's colleagues at Politis Investment Strategies?

Beau Lancaster's colleagues at Politis Investment Strategies include Emma Carter, Tamim Ahmed, Jack Sharpe, Stuart Wolfe, and Andrea Politis.

How can I contact Beau Lancaster?

You can use AeroLeads to view verified contact signals for Beau Lancaster at Politis Investment Strategies, including work email, phone, and LinkedIn data when available.

What schools did Beau Lancaster attend?

Beau Lancaster holds Bachelor'S Degree, Business Administration And Management, General from Deakin University.

What skills is Beau Lancaster known for?

Beau Lancaster is listed with skills including Finance, Investments, Soccer, Financial Planning, Insurance, Wealth Management, Estate Planning, and Wealth.

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