Financial Adviser
· BALLINA, NSW
Robert William Berry
No disciplinary history on record with ASIC
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000305343
Robert William Berry is a financial adviser based in Ballina, New South Wales, with 20 years of experience in the financial services industry. Robert is currently authorised under Madison Financial Group Pty Ltd. Robert holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Business from Southern Cross University. Robert is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1995
Bachelor of Business
Southern Cross University
2007
Diploma of Financial Services
Finsia
2010
Margin Lending and Geared Investments
Kaplan Professional
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional