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Clint Beeck
Private Wealth Adviser, Perth
Level 28, Central Park, 152-158 St Georges Terrace, Perth WA
Phone: 08 9324 6000
About Clint
Clint is a Private Wealth Adviser in the Perth office for the Shadforth Financial Group.
Education and experience
Clint has a Bachelor of Commerce (Economics and Finance) and holds the internationally recognised CERTIFIED FINANCIAL PLANNER® practitioner designation, which is the highest qualification for financial advisers in the profession.
Clint has been working in the industry for 30 years.
Clint specialises in working with busy executives and high net worth individuals who demand a high level of service, knowledge and professionalism. His rural upbringing has also allowed him to work effectively with retiring farmers, assisting them with the challenging transition from farm to retirement.
Clint's overarching goal is to ensure that every client has the peace of mind that accompanies a clear understanding of how their personal lifestyle goals and financial objectives will be achieved. He aims to deliver to his clients the confidence that their financial affairs are being managed by a trusted adviser in the most efficient manner. Exceptional client service is made possible with his stable and experienced team support structure.
What my clients say...
"Clint and his team have been VERY helpful and supportive in assisting me transfer and organise a portion of my finances to the UK where I am now living. They have liaised with tax advisers in the UK and Australia, and throughout the process have been professional and extremely helpful. An excellent service from an excellent and friendly team."
David (client since 2002)
"In addition to continued sound advice, Clint and his team undertook some modelling that assisted us in understanding whether we could afford to purchase a holiday home in the South West, for which we are extremely grateful."
Mark (client since 2000)
"The team provided us with clarity about our financial position and whether my husband should take 12 months off work. Clint gave us information that helped us make the decision with confidence."
Sharon (client since 2005)
Outside of work
Outside of work Clint squeezes as much into life as possible between family activities, travel, numerous water based sports including surfing and kitesurfing and is a passionate West Coast Eagles member of more than 30 years.