Beau holds an Advanced Diploma of Financial Planning and is a member of the Financial Planning Association. He is currently completing the Masters in Financial Planning and becoming a Certified Financial Planner (CFP®).
He has a strong focus on strategy development and working with his clients to ensure they are able to meet their lifestyle requirements and own their financial future. Beau builds strong relationships with his clients to offer the personalised advice they need to achieve their lifestyle goals.
Beau Lancaster has lived in the Hunter region his whole life and has always enjoyed being a part of his local community.
Financial planning services are provided by Eastwoods Wealth Management Pty Ltd ABN 17 008 167 002 / AFSL 237853 trading as Beyond Bank Australia Wealth Management. Eastwoods Wealth Management Pty Ltd is a wholly owned but not guaranteed subsidiary of Community CPS Australia Ltd ABN 15 087 651 143 / AFSL 237 856 trading as Beyond Bank Australia.
Beau is not authorised to provide advice on:
- Margin Lending/Gearing
Please ask Beau if you would like a referral for these services.