Chris Beks

Ceebeks Business Solutions for Good

Gold
23 Yrs Experience
Warrnambool, VIC 3280
I am a passionate adviser with over 37 years of Accounting & Tax experience, 30 of those in my own business. I am a qualified CPA Fellow, an Authorised Representative, a Credit Representative and a Business Development Specialist. We have a team that provides solutions to young families in business to help them achieve the dreams they are chasing. We get up every morning to positively impact young families in business by making their businesses REALLY work so that together we can make an even bigger impact. Our team (dubbed 'the fab five' by several customers) is committed to making small but powerful contributions to impact our local community, our country and the lives of those less fortunate around the world.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Property Investment
  • Cashflow & Income
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 2
  • First year providing advice 1999
  • Years of experience 23
  • Highest qualification
    • Graduate Diploma of Management Accounting
  • Language spoken
    • English

Ceebeks Business Solutions for Good

25 Banyan Street
Warrnambool, VIC 3280

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Interprac Financial Planning Pty Ltd

AFSL 246638

5.00
2 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—2 of 2

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5.00

"Chris is a consummate professional and provides a wide range of financial services and advice. He always has the time and care for his clients and carefully tailors his advice to suit his client's specific financial needs."

  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Chris has given me advice in areas including loan products, self managed super funds and managing debt. Chris was usually able to explain things to me in a clear way. Through Chris's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Chris's full care and attention when I needed it."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—2 of 2

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting

Qualifications & Training

Bachelor of Business (Accounting)

Level
7 - Bachelor Degree
Institution
Bendigo College of Advanced Education
Completed
1982

Certificate IV in Finance and Mortgage Broking

Level
4 - Certificate IV
Institution
Australis College (prev Intellitrain)
Completed
2008

Graduate Diploma of Management Accounting

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Deakin University
Completed
1986

Margin Leading and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Compound
Completed
2003

Professional Memberships

Certified Practising Accountants Australia (CPA)

Membership type
Certified Practising Account

National Tax & Accountants' Association (NTAA)

Membership type
Member
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